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 8-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 | $41,325 | $29,660+39.3% | $56,411-26.7% | $80,856-48.9% |
| Participation rate | 35.3% | 41.6%-6.4pp | 52.5%-17.2pp | 67.6%-32.3pp |
| Annual return | 16.42% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,348 | $1,226+10.0% | $1,952-30.9% | $4,296-68.6% |
| Admin fee / account holder | $4,631 | $2,428+90.8% | $2,829+63.7% | $6,918-33.1% |