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 | $44,034 | $37,426+17.7% | $77,482-43.2% | $79,858-44.9% |
| Participation rate | 28.9% | 41.5%-12.6pp | 54.2%-25.3pp | 69.6%-40.7pp |
| Annual return | 25.44% | 39.70%-14.3pp | 54.79%-29.3pp | 31.71%-6.3pp |
| Employer contribution / active EE | $304 | $637-52.2% | $986-69.2% | $2,471-87.7% |
| Participant deferral / active EE | $666 | $1,260-47.2% | $1,861-64.2% | $3,740-82.2% |
| Admin fee / account holder | $3,306 | $2,504+32.0% | $2,858+15.7% | $5,306-37.7% |