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 5-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 | $30,689 | $24,730+24.1% | $66,042-53.5% | $84,808-63.8% |
| Participation rate | 48.3% | 68.1%-19.8pp | 67.5%-19.2pp | 68.3%-20.0pp |
| Annual return | 17.57% | 79.55%-62.0pp | 52.11%-34.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,808 | $857+111.1% | $1,579+14.5% | $2,631-31.3% |
| Participant deferral / active EE | $2,591 | $1,737+49.2% | $2,835-8.6% | $4,212-38.5% |
| Admin fee / account holder | $1,226 | $3,014-59.3% | $5,747-78.7% | $7,344-83.3% |