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 | $44,789 | $29,660+51.0% | $56,411-20.6% | $80,856-44.6% |
| Participation rate | 5.8% | 41.6%-35.9pp | 52.5%-46.7pp | 67.6%-61.9pp |
| Annual return | 176.58% | 35.23%+141.4pp | 1701.33%-1524.7pp | 35.59%+141.0pp |
| Employer contribution / active EE | $139 | $669-79.2% | $1,039-86.6% | $2,755-94.9% |
| Participant deferral / active EE | $649 | $1,226-47.1% | $1,952-66.8% | $4,296-84.9% |
| Admin fee / account holder | $435 | $2,428-82.1% | $2,829-84.6% | $6,918-93.7% |