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 | $72,776 | $29,660+145.4% | $56,411+29.0% | $80,856-10.0% |
| Participation rate | 24.0% | 41.6%-17.6pp | 52.5%-28.5pp | 67.6%-43.6pp |
| Annual return | 16.92% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $641 | $669-4.3% | $1,039-38.3% | $2,755-76.7% |
| Participant deferral / active EE | $2,777 | $1,226+126.5% | $1,952+42.3% | $4,296-35.3% |
| Admin fee / account holder | $314 | $2,428-87.1% | $2,829-88.9% | $6,918-95.5% |