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 | $61,636 | $57,739+6.8% | $112,229-45.1% | $74,419-17.2% |
| Participation rate | 25.5% | 55.6%-30.2pp | 72.4%-47.0pp | 70.7%-45.3pp |
| Annual return | 28.87% | 19.52%+9.4pp | 30.20%-1.3pp | 34.38%-5.5pp |
| Employer contribution / active EE | $855 | $1,675-49.0% | $3,430-75.1% | $2,637-67.6% |
| Participant deferral / active EE | $1,887 | $2,891-34.7% | $4,798-60.7% | $4,528-58.3% |
| Admin fee / account holder | $5,498 | $462+1089.4% | $7,748-29.0% | $348+1480.6% |