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 | $30,430 | $30,400+0.1% | $53,898-43.5% | $84,808-64.1% |
| Participation rate | 28.3% | 46.4%-18.2pp | 55.0%-26.7pp | 68.3%-40.1pp |
| Annual return | 20.77% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,270 | $1,199+89.4% | $1,826+24.3% | $4,212-46.1% |
| Admin fee / account holder | $300 | $1,993-84.9% | $2,491-87.9% | $7,344-95.9% |