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 3-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 | $57,008 | $29,667+92.2% | $56,441+1.0% | $80,874-29.5% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.6%-43.8pp |
| Annual return | 18.75% | 35.22%-16.5pp | 1704.21%-1685.5pp | 35.62%-16.9pp |
| Employer contribution / active EE | $463 | $669-30.9% | $1,039-55.5% | $2,756-83.2% |
| Participant deferral / active EE | $2,497 | $1,227+103.6% | $1,953+27.9% | $4,297-41.9% |
| Admin fee / account holder | $660 | $2,429-72.8% | $2,829-76.7% | $6,935-90.5% |