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 | $59,728 | $29,660+101.4% | $56,411+5.9% | $80,856-26.1% |
| Participation rate | 21.4% | 41.6%-20.2pp | 52.5%-31.0pp | 67.6%-46.2pp |
| Annual return | 11.74% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,427 | $669+113.3% | $1,039+37.4% | $2,755-48.2% |
| Participant deferral / active EE | $2,163 | $1,226+76.5% | $1,952+10.8% | $4,296-49.6% |
| Admin fee / account holder | $831 | $2,428-65.8% | $2,829-70.6% | $6,918-88.0% |