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 | $73,176 | $29,660+146.7% | $56,411+29.7% | $80,856-9.5% |
| Participation rate | 27.3% | 41.6%-14.4pp | 52.5%-25.2pp | 67.6%-40.4pp |
| Annual return | 16.54% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $543 | $669-18.8% | $1,039-47.7% | $2,755-80.3% |
| Participant deferral / active EE | $1,525 | $1,226+24.4% | $1,952-21.9% | $4,296-64.5% |
| Admin fee / account holder | $389 | $2,428-84.0% | $2,829-86.3% | $6,918-94.4% |