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 | $37,848 | $29,319+29.1% | $52,425-27.8% | $82,448-54.1% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 19.67% | 535.20%-515.5pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $718 | $586+22.5% | $914-21.4% | $2,551-71.8% |
| Participant deferral / active EE | $3,362 | $1,171+187.0% | $1,790+87.8% | $4,139-18.8% |
| Admin fee / account holder | $952 | $1,962-51.5% | $2,495-61.9% | $7,234-86.8% |