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 | $30,304 | $27,915+8.6% | $58,482-48.2% | $75,163-59.7% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 29.41% | 44.20%-14.8pp | 4239.32%-4209.9pp | 160.62%-131.2pp |
| Employer contribution / active EE | $664 | $669-0.8% | $1,053-37.0% | $2,670-75.1% |
| Participant deferral / active EE | $2,378 | $1,201+97.9% | $1,924+23.6% | $4,125-42.4% |
| Admin fee / account holder | $6,668 | $1,726+286.4% | $2,516+165.0% | $5,651+18.0% |