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 | $51,242 | $29,667+72.7% | $56,441-9.2% | $80,874-36.6% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.6%-48.3pp |
| Annual return | 11.26% | 35.22%-24.0pp | 1704.21%-1693.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $553 | $669-17.4% | $1,039-46.8% | $2,756-79.9% |
| Participant deferral / active EE | $1,056 | $1,227-13.9% | $1,953-45.9% | $4,297-75.4% |
| Admin fee / account holder | $3,909 | $2,429+60.9% | $2,829+38.2% | $6,935-43.6% |