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 | $83,675 | $65,409+27.9% | $98,442-15.0% | $85,850-2.5% |
| Participation rate | 31.1% | 65.0%-33.9pp | 73.3%-42.2pp | 69.3%-38.2pp |
| Annual return | 15.90% | 21.76%-5.9pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $653 | $2,168-69.9% | $2,960-77.9% | $2,565-74.5% |
| Participant deferral / active EE | $1,532 | $3,166-51.6% | $4,276-64.2% | $3,952-61.2% |
| Admin fee / account holder | $7,909 | $4,593+72.2% | $5,949+32.9% | $6,260+26.3% |