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 7-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 | $19,246 | $34,932-44.9% | $56,441-65.9% | $74,546-74.2% |
| Participation rate | 28.0% | 32.9%-4.9pp | 52.5%-24.5pp | 67.2%-39.2pp |
| Annual return | 11.07% | 24.90%-13.8pp | 1704.21%-1693.1pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $410 | $608-32.6% | $1,039-60.6% | $2,624-84.4% |
| Participant deferral / active EE | $940 | $1,173-19.9% | $1,953-51.9% | $4,347-78.4% |
| Admin fee / account holder | $2,639 | $2,359+11.9% | $2,829-6.7% | $1,944+35.8% |