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 | $28,292 | $49,915-43.3% | $154,803-81.7% | $74,304-61.9% |
| Participation rate | 32.4% | 54.0%-21.6pp | 78.1%-45.7pp | 60.3%-28.0pp |
| Annual return | 211.77% | 34.06%+177.7pp | 58.88%+152.9pp | 29.43%+182.3pp |
| Employer contribution / active EE | $414 | $1,611-74.3% | $4,305-90.4% | $2,241-81.5% |
| Participant deferral / active EE | $1,366 | $2,255-39.4% | $5,540-75.3% | $3,767-63.7% |
| Admin fee / account holder | $943 | $2,189-56.9% | $14,329-93.4% | $2,969-68.2% |