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 | $47,349 | $34,308+38.0% | $74,701-36.6% | $72,985-35.1% |
| Participation rate | 20.5% | 42.4%-21.9pp | 54.5%-34.0pp | 69.5%-49.0pp |
| Annual return | 21.64% | 26.58%-4.9pp | 752.92%-731.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $180 | $692-74.0% | $1,084-83.4% | $2,440-92.6% |
| Participant deferral / active EE | $1,463 | $1,271+15.1% | $1,964-25.5% | $3,607-59.4% |
| Admin fee / account holder | $2,013 | $2,124-5.2% | $3,333-39.6% | $5,124-60.7% |