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 | $35,849 | $34,308+4.5% | $74,701-52.0% | $72,985-50.9% |
| Participation rate | 64.8% | 42.4%+22.4pp | 54.5%+10.4pp | 69.5%-4.7pp |
| Annual return | 20.43% | 26.58%-6.2pp | 752.92%-732.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,103 | $692+59.5% | $1,084+1.8% | $2,440-54.8% |
| Participant deferral / active EE | $1,997 | $1,271+57.1% | $1,964+1.7% | $3,607-44.6% |
| Admin fee / account holder | $598 | $2,124-71.9% | $3,333-82.1% | $5,124-88.3% |