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 | $84,238 | $29,660+184.0% | $56,411+49.3% | $80,856+4.2% |
| Participation rate | 9.5% | 41.6%-32.1pp | 52.5%-42.9pp | 67.6%-58.1pp |
| Annual return | 59.83% | 35.23%+24.6pp | 1701.33%-1641.5pp | 35.59%+24.2pp |
| Employer contribution / active EE | $335 | $669-49.9% | $1,039-67.7% | $2,755-87.8% |
| Participant deferral / active EE | $1,676 | $1,226+36.7% | $1,952-14.1% | $4,296-61.0% |
| Admin fee / account holder | $961 | $2,428-60.4% | $2,829-66.0% | $6,918-86.1% |