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 6-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 | $24,746 | $27,915-11.4% | $58,482-57.7% | $75,163-67.1% |
| Participation rate | 44.2% | 38.8%+5.4pp | 50.9%-6.6pp | 67.2%-23.0pp |
| Annual return | 20.27% | 44.20%-23.9pp | 4239.32%-4219.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $535 | $669-20.1% | $1,053-49.2% | $2,670-80.0% |
| Participant deferral / active EE | $1,432 | $1,201+19.2% | $1,924-25.6% | $4,125-65.3% |
| Admin fee / account holder | $2,045 | $1,726+18.5% | $2,516-18.7% | $5,651-63.8% |