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 | $45,177 | $31,310+44.3% | $53,898-16.2% | $74,304-39.2% |
| Participation rate | 27.0% | 30.7%-3.7pp | 55.0%-28.0pp | 60.3%-33.4pp |
| Annual return | 16.63% | 23.16%-6.5pp | 528.60%-512.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,049 | $450+133.2% | $932+12.5% | $2,241-53.2% |
| Participant deferral / active EE | $1,799 | $934+92.6% | $1,826-1.5% | $3,767-52.2% |
| Admin fee / account holder | $9,364 | $2,175+330.4% | $2,491+275.9% | $2,969+215.4% |