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 | $47,994 | $29,660+61.8% | $56,411-14.9% | $80,856-40.6% |
| Participation rate | 33.3% | 41.6%-8.3pp | 52.5%-19.1pp | 67.6%-34.3pp |
| Annual return | 17.38% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $211 | $669-68.4% | $1,039-79.7% | $2,755-92.3% |
| Participant deferral / active EE | $1,736 | $1,226+41.6% | $1,952-11.0% | $4,296-59.6% |
| Admin fee / account holder | $4,925 | $2,428+102.9% | $2,829+74.1% | $6,918-28.8% |