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 5-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 | $60,605 | $29,660+104.3% | $56,411+7.4% | $80,856-25.0% |
| Participation rate | 55.8% | 41.6%+14.2pp | 52.5%+3.3pp | 67.6%-11.8pp |
| Annual return | 17.34% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,297 | $1,226+87.3% | $1,952+17.7% | $4,296-46.5% |
| Admin fee / account holder | $3,088 | $2,428+27.2% | $2,829+9.1% | $6,918-55.4% |