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 3-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 | $57,164 | $29,660+92.7% | $56,411+1.3% | $80,856-29.3% |
| Participation rate | 14.3% | 41.6%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 12.48% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $499 | $669-25.5% | $1,039-52.0% | $2,755-81.9% |
| Participant deferral / active EE | $4,512 | $1,226+268.0% | $1,952+131.1% | $4,296+5.0% |
| Admin fee / account holder | $814 | $2,428-66.5% | $2,829-71.2% | $6,918-88.2% |