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 | $31,310+29.3% | $53,898-24.9% | $74,304-45.5% |
| Participation rate | 10.2% | 30.7%-20.5pp | 55.0%-44.8pp | 60.3%-50.1pp |
| Annual return | 19.27% | 23.16%-3.9pp | 528.60%-509.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $453 | $450+0.8% | $932-51.4% | $2,241-79.8% |
| Participant deferral / active EE | $917 | $934-1.8% | $1,826-49.8% | $3,767-75.6% |
| Admin fee / account holder | $3,088 | $2,175+41.9% | $2,491+24.0% | $2,969+4.0% |