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 | $46,111 | $30,400+51.7% | $53,898-14.4% | $84,808-45.6% |
| Participation rate | 11.8% | 46.4%-34.7pp | 55.0%-43.2pp | 68.3%-56.5pp |
| Annual return | 17.89% | 500.19%-482.3pp | 528.60%-510.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $247 | $603-59.1% | $932-73.6% | $2,631-90.6% |
| Participant deferral / active EE | $802 | $1,199-33.1% | $1,826-56.1% | $4,212-81.0% |
| Admin fee / account holder | $1,486 | $1,993-25.5% | $2,491-40.3% | $7,344-79.8% |