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 | $28,923 | $29,667-2.5% | $56,441-48.8% | $80,874-64.2% |
| Participation rate | 40.6% | 41.7%-1.0pp | 52.5%-11.9pp | 67.6%-27.0pp |
| Annual return | 11.04% | 35.22%-24.2pp | 1704.21%-1693.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,412 | $669+111.0% | $1,039+35.9% | $2,756-48.7% |
| Participant deferral / active EE | $2,731 | $1,227+122.6% | $1,953+39.8% | $4,297-36.5% |
| Admin fee / account holder | $5,252 | $2,429+116.2% | $2,829+85.6% | $6,935-24.3% |