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 | $45,452 | $29,660+53.2% | $56,411-19.4% | $80,856-43.8% |
| Participation rate | 36.1% | 41.6%-5.6pp | 52.5%-16.4pp | 67.6%-31.6pp |
| Annual return | 18.44% | 35.23%-16.8pp | 1701.33%-1682.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $908 | $669+35.6% | $1,039-12.6% | $2,755-67.0% |
| Participant deferral / active EE | $1,922 | $1,226+56.7% | $1,952-1.5% | $4,296-55.3% |
| Admin fee / account holder | $2,482 | $2,428+2.2% | $2,829-12.3% | $6,918-64.1% |