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 | $31,395 | $30,400+3.3% | $53,898-41.8% | $84,808-63.0% |
| Participation rate | 15.0% | 46.4%-31.4pp | 55.0%-40.0pp | 68.3%-53.3pp |
| Annual return | 20.81% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $221 | $603-63.3% | $932-76.3% | $2,631-91.6% |
| Participant deferral / active EE | $1,294 | $1,199+7.9% | $1,826-29.2% | $4,212-69.3% |
| Admin fee / account holder | $694 | $1,993-65.2% | $2,491-72.1% | $7,344-90.5% |