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 | $45,753 | $30,400+50.5% | $53,898-15.1% | $84,808-46.1% |
| Participation rate | 24.4% | 46.4%-22.0pp | 55.0%-30.5pp | 68.3%-43.9pp |
| Annual return | 18.29% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $715 | $603+18.6% | $932-23.3% | $2,631-72.8% |
| Participant deferral / active EE | $1,500 | $1,199+25.1% | $1,826-17.9% | $4,212-64.4% |
| Admin fee / account holder | $326 | $1,993-83.6% | $2,491-86.9% | $7,344-95.6% |