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 | $57,551 | $30,400+89.3% | $53,898+6.8% | $84,808-32.1% |
| Participation rate | 7.7% | 46.4%-38.8pp | 55.0%-47.3pp | 68.3%-60.6pp |
| Annual return | 22.36% | 500.19%-477.8pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $174 | $603-71.2% | $932-81.4% | $2,631-93.4% |
| Participant deferral / active EE | $935 | $1,199-22.0% | $1,826-48.8% | $4,212-77.8% |
| Admin fee / account holder | $1,658 | $1,993-16.8% | $2,491-33.4% | $7,344-77.4% |