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 5-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 | $38,908 | $29,667+31.1% | $56,441-31.1% | $80,874-51.9% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.6%-45.1pp |
| Annual return | 19.34% | 35.22%-15.9pp | 1704.21%-1684.9pp | 35.62%-16.3pp |
| Employer contribution / active EE | $333 | $669-50.2% | $1,039-67.9% | $2,756-87.9% |
| Participant deferral / active EE | $1,800 | $1,227+46.8% | $1,953-7.8% | $4,297-58.1% |
| Admin fee / account holder | $1,707 | $2,429-29.8% | $2,829-39.7% | $6,935-75.4% |