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 | $36,622 | $30,400+20.5% | $53,898-32.1% | $84,808-56.8% |
| Participation rate | 23.2% | 46.4%-23.3pp | 55.0%-31.8pp | 68.3%-45.1pp |
| Annual return | 20.01% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $536 | $603-11.1% | $932-42.5% | $2,631-79.6% |
| Participant deferral / active EE | $697 | $1,199-41.8% | $1,826-61.8% | $4,212-83.4% |
| Admin fee / account holder | $1,087 | $1,993-45.5% | $2,491-56.4% | $7,344-85.2% |