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 5-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 | $30,423 | $29,660+2.6% | $56,411-46.1% | $80,856-62.4% |
| Participation rate | 17.9% | 41.6%-23.8pp | 52.5%-34.6pp | 67.6%-49.8pp |
| Annual return | 13.31% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $696 | $669+4.0% | $1,039-33.0% | $2,755-74.7% |
| Participant deferral / active EE | $722 | $1,226-41.1% | $1,952-63.0% | $4,296-83.2% |
| Admin fee / account holder | $630 | $2,428-74.0% | $2,829-77.7% | $6,918-90.9% |