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 | $34,078 | $29,660+14.9% | $56,411-39.6% | $80,856-57.9% |
| Participation rate | 28.2% | 41.6%-13.4pp | 52.5%-24.3pp | 67.6%-39.4pp |
| Annual return | 15.88% | 35.23%-19.3pp | 1701.33%-1685.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $499 | $669-25.4% | $1,039-52.0% | $2,755-81.9% |
| Participant deferral / active EE | $1,720 | $1,226+40.3% | $1,952-11.9% | $4,296-60.0% |
| Admin fee / account holder | $918 | $2,428-62.2% | $2,829-67.5% | $6,918-86.7% |