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 | $78,924 | $76,738+2.8% | $56,411+39.9% | $145,922-45.9% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.8pp | 80.3%-66.6pp |
| Annual return | 13.14% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $414 | $1,380-70.0% | $1,039-60.1% | $4,660-91.1% |
| Participant deferral / active EE | $1,324 | $2,623-49.5% | $1,952-32.2% | $6,688-80.2% |
| Admin fee / account holder | $4,080 | $3,334+22.4% | $2,829+44.2% | $13,397-69.5% |