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 | $38,107 | $29,660+28.5% | $56,411-32.4% | $80,856-52.9% |
| Participation rate | 40.6% | 41.6%-1.0pp | 52.5%-11.8pp | 67.6%-27.0pp |
| Annual return | 13.99% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,422 | $669+261.8% | $1,039+133.2% | $2,755-12.1% |
| Participant deferral / active EE | $5,169 | $1,226+321.6% | $1,952+164.8% | $4,296+20.3% |
| Admin fee / account holder | $5,460 | $2,428+124.9% | $2,829+93.0% | $6,918-21.1% |