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 | $63,686 | $27,915+128.1% | $58,482+8.9% | $75,163-15.3% |
| Participation rate | 28.0% | 38.8%-10.8pp | 50.9%-22.9pp | 67.2%-39.2pp |
| Annual return | 21.99% | 44.20%-22.2pp | 4239.32%-4217.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $728 | $669+8.9% | $1,053-30.9% | $2,670-72.7% |
| Participant deferral / active EE | $2,094 | $1,201+74.3% | $1,924+8.8% | $4,125-49.2% |
| Admin fee / account holder | $1,751 | $1,726+1.5% | $2,516-30.4% | $5,651-69.0% |