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 | $49,494 | $31,310+58.1% | $53,898-8.2% | $74,304-33.4% |
| Participation rate | 43.3% | 30.7%+12.6pp | 55.0%-11.7pp | 60.3%-17.1pp |
| Annual return | 20.82% | 23.16%-2.3pp | 528.60%-507.8pp | 29.43%-8.6pp |
| Employer contribution / active EE | $680 | $450+51.1% | $932-27.1% | $2,241-69.7% |
| Participant deferral / active EE | $1,986 | $934+112.6% | $1,826+8.8% | $3,767-47.3% |
| Admin fee / account holder | $1,267 | $2,175-41.8% | $2,491-49.1% | $2,969-57.3% |