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 | $34,578 | $26,114+32.4% | $58,482-40.9% | $74,419-53.5% |
| Participation rate | 18.5% | 32.1%-13.6pp | 50.9%-32.4pp | 70.7%-52.2pp |
| Annual return | 26.52% | 32.51%-6.0pp | 4239.32%-4212.8pp | 34.38%-7.9pp |
| Employer contribution / active EE | $877 | $536+63.9% | $1,053-16.7% | $2,637-66.7% |
| Participant deferral / active EE | $1,903 | $1,075+77.1% | $1,924-1.1% | $4,528-58.0% |
| Admin fee / account holder | $998 | $649+53.7% | $2,516-60.3% | $348+186.9% |