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 7-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 | $30,080 | $29,660+1.4% | $56,411-46.7% | $80,856-62.8% |
| Participation rate | 11.5% | 41.6%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | 14.88% | 35.23%-20.3pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $433 | $669-35.3% | $1,039-58.3% | $2,755-84.3% |
| Participant deferral / active EE | $1,517 | $1,226+23.8% | $1,952-22.3% | $4,296-64.7% |
| Admin fee / account holder | $1,415 | $2,428-41.7% | $2,829-50.0% | $6,918-79.5% |