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 3-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 | $67,730 | $29,660+128.4% | $56,411+20.1% | $80,856-16.2% |
| Participation rate | 25.9% | 41.6%-15.7pp | 52.5%-26.5pp | 67.6%-41.7pp |
| Annual return | 15.80% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $716 | $669+7.0% | $1,039-31.1% | $2,755-74.0% |
| Participant deferral / active EE | $2,399 | $1,226+95.7% | $1,952+22.9% | $4,296-44.1% |
| Admin fee / account holder | $307 | $2,428-87.4% | $2,829-89.2% | $6,918-95.6% |