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 | $57,503 | $29,660+93.9% | $56,411+1.9% | $80,856-28.9% |
| Participation rate | 23.3% | 41.6%-18.3pp | 52.5%-29.1pp | 67.6%-44.3pp |
| Annual return | 15.68% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $604 | $669-9.8% | $1,039-41.9% | $2,755-78.1% |
| Participant deferral / active EE | $2,342 | $1,226+91.0% | $1,952+20.0% | $4,296-45.5% |
| Admin fee / account holder | $1,661 | $2,428-31.6% | $2,829-41.3% | $6,918-76.0% |