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 | $33,119 | $29,660+11.7% | $56,411-41.3% | $80,856-59.0% |
| Participation rate | 23.3% | 41.6%-18.3pp | 52.5%-29.1pp | 67.6%-44.3pp |
| Annual return | 13.59% | 35.23%-21.6pp | 1701.33%-1687.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $532 | $669-20.5% | $1,039-48.8% | $2,755-80.7% |
| Participant deferral / active EE | $1,414 | $1,226+15.3% | $1,952-27.6% | $4,296-67.1% |
| Admin fee / account holder | $2,174 | $2,428-10.4% | $2,829-23.1% | $6,918-68.6% |