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 7-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 | $58,591 | $34,308+70.8% | $74,701-21.6% | $72,985-19.7% |
| Participation rate | 20.7% | 42.4%-21.7pp | 54.5%-33.8pp | 69.5%-48.8pp |
| Annual return | 22.13% | 26.58%-4.5pp | 752.92%-730.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $327 | $692-52.7% | $1,084-69.8% | $2,440-86.6% |
| Participant deferral / active EE | $1,096 | $1,271-13.8% | $1,964-44.2% | $3,607-69.6% |
| Admin fee / account holder | $1,179 | $2,124-44.5% | $3,333-64.6% | $5,124-77.0% |