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 | $42,352 | $30,400+39.3% | $53,898-21.4% | $84,808-50.1% |
| Participation rate | 14.6% | 46.4%-31.8pp | 55.0%-40.3pp | 68.3%-53.7pp |
| Annual return | 21.01% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $288 | $603-52.1% | $932-69.0% | $2,631-89.0% |
| Participant deferral / active EE | $1,361 | $1,199+13.6% | $1,826-25.5% | $4,212-67.7% |
| Admin fee / account holder | $1,884 | $1,993-5.5% | $2,491-24.3% | $7,344-74.3% |