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 | $32,159 | $29,667+8.4% | $56,441-43.0% | $80,874-60.2% |
| Participation rate | 23.5% | 41.7%-18.1pp | 52.5%-29.0pp | 67.6%-44.1pp |
| Annual return | 14.31% | 35.22%-20.9pp | 1704.21%-1689.9pp | 35.62%-21.3pp |
| Employer contribution / active EE | $764 | $669+14.2% | $1,039-26.5% | $2,756-72.3% |
| Participant deferral / active EE | $2,289 | $1,227+86.6% | $1,953+17.2% | $4,297-46.7% |
| Admin fee / account holder | $3,433 | $2,429+41.3% | $2,829+21.3% | $6,935-50.5% |