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 6-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 | $41,329 | $30,400+36.0% | $53,898-23.3% | $84,808-51.3% |
| Participation rate | 26.3% | 46.4%-20.1pp | 55.0%-28.6pp | 68.3%-42.0pp |
| Annual return | 31.61% | 500.19%-468.6pp | 528.60%-497.0pp | 40.90%-9.3pp |
| Employer contribution / active EE | $489 | $603-18.9% | $932-47.5% | $2,631-81.4% |
| Participant deferral / active EE | $1,610 | $1,199+34.4% | $1,826-11.8% | $4,212-61.8% |
| Admin fee / account holder | $1,423 | $1,993-28.6% | $2,491-42.9% | $7,344-80.6% |