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 | $65,168 | $68,097-4.3% | $62,929+3.6% | $137,256-52.5% |
| Participation rate | 46.2% | 77.4%-31.3pp | 73.1%-27.0pp | 80.0%-33.8pp |
| Annual return | 22.35% | 1859.11%-1836.8pp | 1063.93%-1041.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $299 | $2,811-89.4% | $2,505-88.1% | $4,156-92.8% |
| Participant deferral / active EE | $6,625 | $4,553+45.5% | $3,888+70.4% | $6,407+3.4% |
| Admin fee / account holder | $695 | $6,521-89.3% | $5,065-86.3% | $12,270-94.3% |