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 | $46,983 | $29,667+58.4% | $56,441-16.8% | $80,874-41.9% |
| Participation rate | 7.1% | 41.7%-34.5pp | 52.5%-45.4pp | 67.6%-60.5pp |
| Annual return | 15.65% | 35.22%-19.6pp | 1704.21%-1688.6pp | 35.62%-20.0pp |
| Employer contribution / active EE | $120 | $669-82.1% | $1,039-88.4% | $2,756-95.6% |
| Participant deferral / active EE | $1,577 | $1,227+28.6% | $1,953-19.3% | $4,297-63.3% |
| Admin fee / account holder | $332 | $2,429-86.3% | $2,829-88.3% | $6,935-95.2% |