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 | $43,982 | $41,078+7.1% | $80,569-45.4% | $71,457-38.5% |
| Participation rate | 29.0% | 50.2%-21.2pp | 67.0%-38.0pp | 67.9%-38.9pp |
| Annual return | 769.00% | 38.45%+730.6pp | 935.43%-166.4pp | 28.85%+740.2pp |
| Employer contribution / active EE | $755 | $1,506-49.8% | $2,723-72.3% | $2,588-70.8% |
| Participant deferral / active EE | $1,144 | $2,699-57.6% | $4,447-74.3% | $4,289-73.3% |
| Admin fee / account holder | $2,341 | $1,840+27.2% | $5,377-56.5% | $1,587+47.5% |