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 | $39,552 | $39,019+1.4% | $80,716-51.0% | $85,850-53.9% |
| Participation rate | 26.2% | 41.5%-15.4pp | 54.2%-28.0pp | 69.3%-43.1pp |
| Annual return | 1103.13% | 26.27%+1076.9pp | 87.28%+1015.9pp | 318.53%+784.6pp |
| Employer contribution / active EE | $538 | $722-25.5% | $1,160-53.7% | $2,565-79.0% |
| Participant deferral / active EE | $1,628 | $1,326+22.8% | $2,146-24.1% | $3,952-58.8% |
| Admin fee / account holder | $564 | $2,431-76.8% | $3,380-83.3% | $6,260-91.0% |