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 7-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 | $31,078 | $27,915+11.3% | $58,482-46.9% | $75,163-58.7% |
| Participation rate | 62.7% | 38.8%+23.9pp | 50.9%+11.8pp | 67.2%-4.5pp |
| Annual return | 16.72% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $279 | $669-58.3% | $1,053-73.5% | $2,670-89.5% |
| Participant deferral / active EE | $902 | $1,201-24.9% | $1,924-53.1% | $4,125-78.1% |
| Admin fee / account holder | $2,391 | $1,726+38.5% | $2,516-5.0% | $5,651-57.7% |