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 3-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 | $38,341 | $34,934+9.8% | $56,411-32.0% | $74,495-48.5% |
| Participation rate | 27.0% | 32.8%-5.9pp | 52.5%-25.5pp | 67.2%-40.2pp |
| Annual return | 12.93% | 25.94%-13.0pp | 1701.33%-1688.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $883 | $609+45.0% | $1,039-15.0% | $2,623-66.3% |
| Participant deferral / active EE | $1,664 | $1,170+42.2% | $1,952-14.8% | $4,346-61.7% |
| Admin fee / account holder | $722 | $2,364-69.5% | $2,829-74.5% | $1,942-62.8% |