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 | $30,588+109.1% | $53,898+18.7% | $85,563-25.3% |
| Participation rate | 23.3% | 26.3%-3.1pp | 55.0%-31.7pp | 66.0%-42.7pp |
| Annual return | 14.64% | 50.42%-35.8pp | 528.60%-514.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $743 | $436+70.5% | $932-20.3% | $2,654-72.0% |
| Participant deferral / active EE | $1,582 | $848+86.6% | $1,826-13.4% | $4,375-63.8% |
| Admin fee / account holder | $11,321 | $1,879+502.5% | $2,491+354.5% | $834+1257.1% |