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 | $57,596 | $54,701+5.3% | $86,188-33.2% | $71,457-19.4% |
| Participation rate | 24.5% | 60.1%-35.6pp | 69.0%-44.4pp | 67.9%-43.4pp |
| Annual return | 28.05% | 20.06%+8.0pp | 1168.45%-1140.4pp | 28.85%-0.8pp |
| Employer contribution / active EE | $451 | $1,265-64.3% | $2,380-81.0% | $2,588-82.6% |
| Participant deferral / active EE | $1,795 | $3,108-42.3% | $3,985-55.0% | $4,289-58.2% |
| Admin fee / account holder | $1,049 | $1,922-45.4% | $6,852-84.7% | $1,587-33.9% |