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 | $53,180 | $29,660+79.3% | $56,411-5.7% | $80,856-34.2% |
| Participation rate | 20.8% | 41.6%-20.9pp | 52.5%-31.7pp | 67.6%-46.9pp |
| Annual return | 14.88% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $343 | $669-48.8% | $1,039-67.0% | $2,755-87.6% |
| Participant deferral / active EE | $1,152 | $1,226-6.0% | $1,952-41.0% | $4,296-73.2% |
| Admin fee / account holder | $4,485 | $2,428+84.8% | $2,829+58.6% | $6,918-35.2% |