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 9-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 | $60,628 | $48,335+25.4% | $121,098-49.9% | $71,457-15.2% |
| Participation rate | 25.7% | 54.3%-28.5pp | 69.5%-43.7pp | 67.9%-42.2pp |
| Annual return | 17.17% | 23.32%-6.1pp | 985.75%-968.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,014 | $1,489-31.9% | $4,164-75.6% | $2,588-60.8% |
| Participant deferral / active EE | $2,000 | $2,754-27.4% | $4,080-51.0% | $4,289-53.4% |
| Admin fee / account holder | $10,430 | $1,841+466.7% | $5,644+84.8% | $1,587+557.1% |