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 | $40,187 | $30,400+32.2% | $53,898-25.4% | $84,808-52.6% |
| Participation rate | 17.9% | 46.4%-28.5pp | 55.0%-37.0pp | 68.3%-50.4pp |
| Annual return | 22.04% | 500.19%-478.1pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $360 | $603-40.3% | $932-61.4% | $2,631-86.3% |
| Participant deferral / active EE | $1,017 | $1,199-15.2% | $1,826-44.3% | $4,212-75.9% |
| Admin fee / account holder | $3,188 | $1,993+59.9% | $2,491+28.0% | $7,344-56.6% |