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 | $89,958 | $76,738+17.2% | $56,411+59.5% | $145,922-38.4% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 14.51% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $558 | $1,380-59.6% | $1,039-46.3% | $4,660-88.0% |
| Participant deferral / active EE | $3,192 | $2,623+21.7% | $1,952+63.5% | $6,688-52.3% |
| Admin fee / account holder | $3,845 | $3,334+15.3% | $2,829+35.9% | $13,397-71.3% |