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 | $55,246 | $30,400+81.7% | $53,898+2.5% | $84,808-34.9% |
| Participation rate | 43.8% | 46.4%-2.7pp | 55.0%-11.2pp | 68.3%-24.6pp |
| Annual return | 18.06% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,036 | $603+71.9% | $932+11.2% | $2,631-60.6% |
| Participant deferral / active EE | $1,973 | $1,199+64.6% | $1,826+8.0% | $4,212-53.2% |
| Admin fee / account holder | $2,112 | $1,993+6.0% | $2,491-15.2% | $7,344-71.2% |