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 9-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 | $33,991 | $27,915+21.8% | $58,482-41.9% | $75,163-54.8% |
| Participation rate | 29.5% | 38.8%-9.4pp | 50.9%-21.4pp | 67.2%-37.7pp |
| Annual return | 20.55% | 44.20%-23.7pp | 4239.32%-4218.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $691 | $669+3.2% | $1,053-34.4% | $2,670-74.1% |
| Participant deferral / active EE | $1,791 | $1,201+49.1% | $1,924-6.9% | $4,125-56.6% |
| Admin fee / account holder | $639 | $1,726-63.0% | $2,516-74.6% | $5,651-88.7% |