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 | $54,117 | $30,400+78.0% | $53,898+0.4% | $84,808-36.2% |
| Participation rate | 16.1% | 46.4%-30.3pp | 55.0%-38.8pp | 68.3%-52.2pp |
| Annual return | 15.16% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $322 | $603-46.6% | $932-65.5% | $2,631-87.8% |
| Participant deferral / active EE | $2,191 | $1,199+82.8% | $1,826+20.0% | $4,212-48.0% |
| Admin fee / account holder | $335 | $1,993-83.2% | $2,491-86.5% | $7,344-95.4% |