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 | $15,934 | $31,310-49.1% | $53,898-70.4% | $74,304-78.6% |
| Participation rate | 42.3% | 30.7%+11.6pp | 55.0%-12.7pp | 60.3%-18.1pp |
| Annual return | 19.00% | 23.16%-4.2pp | 528.60%-509.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $759 | $450+68.8% | $932-18.5% | $2,241-66.1% |
| Participant deferral / active EE | $1,270 | $934+35.9% | $1,826-30.5% | $3,767-66.3% |
| Admin fee / account holder | $1,733 | $2,175-20.4% | $2,491-30.4% | $2,969-41.6% |