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 | $28,109 | $29,660-5.2% | $56,411-50.2% | $80,856-65.2% |
| Participation rate | 55.6% | 41.6%+13.9pp | 52.5%+3.1pp | 67.6%-12.1pp |
| Annual return | 11.75% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $931 | $669+39.0% | $1,039-10.4% | $2,755-66.2% |
| Participant deferral / active EE | $1,545 | $1,226+26.0% | $1,952-20.8% | $4,296-64.0% |
| Admin fee / account holder | $310 | $2,428-87.2% | $2,829-89.0% | $6,918-95.5% |