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 | $7,956 | $27,915-71.5% | $58,482-86.4% | $75,163-89.4% |
| Participation rate | 48.8% | 38.8%+9.9pp | 50.9%-2.1pp | 67.2%-18.4pp |
| Annual return | 22.75% | 44.20%-21.5pp | 4239.32%-4216.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $442 | $669-33.9% | $1,053-58.0% | $2,670-83.4% |
| Participant deferral / active EE | $1,509 | $1,201+25.6% | $1,924-21.6% | $4,125-63.4% |
| Admin fee / account holder | $399 | $1,726-76.9% | $2,516-84.1% | $5,651-92.9% |