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 | $29,319+3.8% | $52,425-42.0% | $82,448-63.1% |
| Participation rate | 28.3% | 46.9%-18.6pp | 55.6%-27.4pp | 68.1%-39.8pp |
| Annual return | 20.77% | 535.20%-514.4pp | 302.12%-281.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,270 | $1,171+93.8% | $1,790+26.8% | $4,139-45.2% |
| Admin fee / account holder | $300 | $1,962-84.7% | $2,495-88.0% | $7,234-95.8% |