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 5-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 | $36,023 | $29,660+21.5% | $56,411-36.1% | $80,856-55.4% |
| Participation rate | 15.2% | 41.6%-26.4pp | 52.5%-37.2pp | 67.6%-52.4pp |
| Annual return | 16.27% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $381 | $669-43.1% | $1,039-63.3% | $2,755-86.2% |
| Participant deferral / active EE | $1,167 | $1,226-4.8% | $1,952-40.2% | $4,296-72.8% |
| Admin fee / account holder | $925 | $2,428-61.9% | $2,829-67.3% | $6,918-86.6% |