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 | $10,875 | $29,660-63.3% | $56,411-80.7% | $80,856-86.5% |
| Participation rate | 41.1% | 41.6%-0.6pp | 52.5%-11.4pp | 67.6%-26.6pp |
| Annual return | 454.24% | 35.23%+419.0pp | 1701.33%-1247.1pp | 35.59%+418.6pp |
| Employer contribution / active EE | $699 | $669+4.5% | $1,039-32.7% | $2,755-74.6% |
| Participant deferral / active EE | $1,079 | $1,226-12.0% | $1,952-44.7% | $4,296-74.9% |
| Admin fee / account holder | $460 | $2,428-81.1% | $2,829-83.7% | $6,918-93.4% |