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 | $61,646 | $34,308+79.7% | $74,701-17.5% | $72,985-15.5% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 23.78% | 26.58%-2.8pp | 752.92%-729.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $627 | $692-9.4% | $1,084-42.2% | $2,440-74.3% |
| Participant deferral / active EE | $2,599 | $1,271+104.4% | $1,964+32.4% | $3,607-27.9% |
| Admin fee / account holder | $5,230 | $2,124+146.2% | $3,333+56.9% | $5,124+2.1% |