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 | $27,243+84.6% | $52,425-4.1% | $79,634-36.9% |
| Participation rate | 19.2% | 22.4%-3.2pp | 55.6%-36.4pp | 62.5%-43.3pp |
| Annual return | 17.77% | 63.36%-45.6pp | 302.12%-284.3pp | 36.46%-18.7pp |
| Employer contribution / active EE | $265 | $319-17.1% | $914-71.1% | $2,529-89.5% |
| Participant deferral / active EE | $788 | $636+24.0% | $1,790-56.0% | $3,835-79.4% |
| Admin fee / account holder | $6,166 | $2,105+192.9% | $2,495+147.1% | $1,002+515.4% |