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 | $47,767 | $30,400+57.1% | $53,898-11.4% | $84,808-43.7% |
| Participation rate | 14.3% | 46.4%-32.2pp | 55.0%-40.7pp | 68.3%-54.0pp |
| Annual return | 20.86% | 500.19%-479.3pp | 528.60%-507.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $342 | $603-43.2% | $932-63.3% | $2,631-87.0% |
| Participant deferral / active EE | $1,373 | $1,199+14.6% | $1,826-24.8% | $4,212-67.4% |
| Admin fee / account holder | $654 | $1,993-67.2% | $2,491-73.7% | $7,344-91.1% |