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 | $63,950 | $27,243+134.7% | $52,425+22.0% | $79,634-19.7% |
| Participation rate | 23.3% | 22.4%+0.9pp | 55.6%-32.3pp | 62.5%-39.2pp |
| Annual return | 14.64% | 63.36%-48.7pp | 302.12%-287.5pp | 36.46%-21.8pp |
| Employer contribution / active EE | $743 | $319+132.8% | $914-18.7% | $2,529-70.6% |
| Participant deferral / active EE | $1,582 | $636+148.9% | $1,790-11.6% | $3,835-58.7% |
| Admin fee / account holder | $11,321 | $2,105+437.9% | $2,495+353.8% | $1,002+1030.0% |