See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,165 | $27,915+76.1% | $58,482-15.9% | $75,163-34.6% |
| Participation rate | 17.6% | 38.8%-21.2pp | 50.9%-33.2pp | 67.2%-49.5pp |
| Annual return | 21.50% | 44.20%-22.7pp | 4239.32%-4217.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $470 | $669-29.7% | $1,053-55.3% | $2,670-82.4% |
| Participant deferral / active EE | $1,212 | $1,201+0.9% | $1,924-37.0% | $4,125-70.6% |
| Admin fee / account holder | $1,140 | $1,726-33.9% | $2,516-54.7% | $5,651-79.8% |