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 | $30,400+24.1% | $53,898-30.0% | $84,808-55.5% |
| Participation rate | 35.7% | 46.4%-10.7pp | 55.0%-19.2pp | 68.3%-32.6pp |
| Annual return | 22.25% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $873 | $603+44.8% | $932-6.4% | $2,631-66.8% |
| Participant deferral / active EE | $1,866 | $1,199+55.7% | $1,826+2.2% | $4,212-55.7% |
| Admin fee / account holder | $18,644 | $1,993+835.3% | $2,491+648.5% | $7,344+153.9% |