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 8-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 | $65,015 | $29,660+119.2% | $56,411+15.3% | $80,856-19.6% |
| Participation rate | 11.4% | 41.6%-30.3pp | 52.5%-41.1pp | 67.6%-56.2pp |
| Annual return | 20.36% | 35.23%-14.9pp | 1701.33%-1681.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,138 | $1,226-7.2% | $1,952-41.7% | $4,296-73.5% |
| Admin fee / account holder | $1,399 | $2,428-42.4% | $2,829-50.5% | $6,918-79.8% |