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 | $35,467 | $30,400+16.7% | $53,898-34.2% | $84,808-58.2% |
| Participation rate | 39.5% | 46.4%-7.0pp | 55.0%-15.5pp | 68.3%-28.8pp |
| Annual return | 17.19% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $617 | $603+2.4% | $932-33.8% | $2,631-76.5% |
| Participant deferral / active EE | $1,639 | $1,199+36.7% | $1,826-10.3% | $4,212-61.1% |
| Admin fee / account holder | $2,548 | $1,993+27.8% | $2,491+2.3% | $7,344-65.3% |