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 9-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 | $50,278 | $30,588+64.4% | $53,898-6.7% | $85,563-41.2% |
| Participation rate | 19.2% | 26.3%-7.2pp | 55.0%-35.8pp | 66.0%-46.8pp |
| Annual return | 17.77% | 50.42%-32.6pp | 528.60%-510.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $265 | $436-39.3% | $932-71.6% | $2,654-90.0% |
| Participant deferral / active EE | $788 | $848-7.0% | $1,826-56.8% | $4,375-82.0% |
| Admin fee / account holder | $6,166 | $1,879+228.1% | $2,491+147.6% | $834+639.2% |