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 | $37,721 | $29,319+28.7% | $52,425-28.0% | $82,448-54.2% |
| Participation rate | 35.7% | 46.9%-11.1pp | 55.6%-19.9pp | 68.1%-32.4pp |
| Annual return | 22.25% | 535.20%-512.9pp | 302.12%-279.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $873 | $586+48.8% | $914-4.5% | $2,551-65.8% |
| Participant deferral / active EE | $1,866 | $1,171+59.3% | $1,790+4.2% | $4,139-54.9% |
| Admin fee / account holder | $18,644 | $1,962+850.2% | $2,495+647.3% | $7,234+157.7% |