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 6-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 | $75,726 | $60,124+25.9% | $90,404-16.2% | $79,858-5.2% |
| Participation rate | 32.9% | 65.0%-32.1pp | 72.7%-39.8pp | 69.6%-36.7pp |
| Annual return | 30.21% | 71.94%-41.7pp | 1293.02%-1262.8pp | 31.71%-1.5pp |
| Employer contribution / active EE | $703 | $2,068-66.0% | $3,262-78.4% | $2,471-71.5% |
| Participant deferral / active EE | $1,693 | $2,938-42.4% | $3,963-57.3% | $3,740-54.7% |
| Admin fee / account holder | $4,875 | $3,976+22.6% | $5,611-13.1% | $5,306-8.1% |