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 | $43,527 | $30,400+43.2% | $53,898-19.2% | $84,808-48.7% |
| Participation rate | 25.8% | 46.4%-20.6pp | 55.0%-29.2pp | 68.3%-42.5pp |
| Annual return | 17.60% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $826 | $603+37.0% | $932-11.4% | $2,631-68.6% |
| Participant deferral / active EE | $2,656 | $1,199+121.6% | $1,826+45.4% | $4,212-36.9% |
| Admin fee / account holder | $1,984 | $1,993-0.5% | $2,491-20.4% | $7,344-73.0% |