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 | $11,854 | $27,915-57.5% | $58,482-79.7% | $75,163-84.2% |
| Participation rate | 40.7% | 38.8%+1.9pp | 50.9%-10.1pp | 67.2%-26.5pp |
| Annual return | 31.14% | 44.20%-13.1pp | 4239.32%-4208.2pp | 160.62%-129.5pp |
| Employer contribution / active EE | $966 | $669+44.3% | $1,053-8.3% | $2,670-63.8% |
| Participant deferral / active EE | $1,837 | $1,201+52.9% | $1,924-4.5% | $4,125-55.5% |
| Admin fee / account holder | $537 | $1,726-68.9% | $2,516-78.7% | $5,651-90.5% |