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 | $58,675 | $30,400+93.0% | $53,898+8.9% | $84,808-30.8% |
| Participation rate | 25.0% | 46.4%-21.4pp | 55.0%-30.0pp | 68.3%-43.3pp |
| Annual return | 269.56% | 500.19%-230.6pp | 528.60%-259.0pp | 40.90%+228.7pp |
| Employer contribution / active EE | $424 | $603-29.7% | $932-54.5% | $2,631-83.9% |
| Participant deferral / active EE | $1,637 | $1,199+36.6% | $1,826-10.4% | $4,212-61.1% |
| Admin fee / account holder | $1,618 | $1,993-18.8% | $2,491-35.0% | $7,344-78.0% |