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 | $55,459 | $30,400+82.4% | $53,898+2.9% | $84,808-34.6% |
| Participation rate | 9.7% | 46.4%-36.8pp | 55.0%-45.3pp | 68.3%-58.6pp |
| Annual return | 25.93% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $392 | $603-35.0% | $932-58.0% | $2,631-85.1% |
| Participant deferral / active EE | $928 | $1,199-22.6% | $1,826-49.2% | $4,212-78.0% |
| Admin fee / account holder | $2,850 | $1,993+43.0% | $2,491+14.4% | $7,344-61.2% |