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 | $57,078 | $30,588+86.6% | $53,898+5.9% | $85,563-33.3% |
| Participation rate | 10.3% | 26.3%-16.1pp | 55.0%-44.7pp | 66.0%-55.7pp |
| Annual return | 16.95% | 50.42%-33.5pp | 528.60%-511.7pp | 31.51%-14.6pp |
| Employer contribution / active EE | $249 | $436-42.9% | $932-73.3% | $2,654-90.6% |
| Participant deferral / active EE | $503 | $848-40.7% | $1,826-72.5% | $4,375-88.5% |
| Admin fee / account holder | $1,814 | $1,879-3.4% | $2,491-27.2% | $834+117.5% |