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 | $40,488 | $29,051+39.4% | $52,425-22.8% | $67,986-40.4% |
| Participation rate | 10.2% | 30.4%-20.2pp | 55.6%-45.4pp | 57.2%-47.0pp |
| Annual return | 19.27% | 24.00%-4.7pp | 302.12%-282.9pp | 31.67%-12.4pp |
| Employer contribution / active EE | $453 | $412+10.1% | $914-50.4% | $2,019-77.5% |
| Participant deferral / active EE | $917 | $873+5.1% | $1,790-48.8% | $3,358-72.7% |
| Admin fee / account holder | $3,088 | $2,113+46.2% | $2,495+23.8% | $3,203-3.6% |