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 | $64,300 | $30,400+111.5% | $53,898+19.3% | $84,808-24.2% |
| Participation rate | 22.2% | 46.4%-24.2pp | 55.0%-32.7pp | 68.3%-46.1pp |
| Annual return | 27.78% | 500.19%-472.4pp | 528.60%-500.8pp | 40.90%-13.1pp |
| Employer contribution / active EE | $534 | $603-11.4% | $932-42.7% | $2,631-79.7% |
| Participant deferral / active EE | $2,079 | $1,199+73.5% | $1,826+13.8% | $4,212-50.6% |
| Admin fee / account holder | $333 | $1,993-83.3% | $2,491-86.6% | $7,344-95.5% |