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 | $38,283 | $29,660+29.1% | $56,411-32.1% | $80,856-52.7% |
| Participation rate | 12.5% | 41.6%-29.1pp | 52.5%-40.0pp | 67.6%-55.1pp |
| Annual return | 17.73% | 35.23%-17.5pp | 1701.33%-1683.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $279 | $669-58.4% | $1,039-73.2% | $2,755-89.9% |
| Participant deferral / active EE | $1,555 | $1,226+26.8% | $1,952-20.3% | $4,296-63.8% |
| Admin fee / account holder | $474 | $2,428-80.5% | $2,829-83.2% | $6,918-93.1% |