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 | $52,883 | $37,426+41.3% | $77,482-31.7% | $79,858-33.8% |
| Participation rate | 18.3% | 41.5%-23.2pp | 54.2%-35.9pp | 69.6%-51.3pp |
| Annual return | 29.01% | 39.70%-10.7pp | 54.79%-25.8pp | 31.71%-2.7pp |
| Employer contribution / active EE | $274 | $637-56.9% | $986-72.2% | $2,471-88.9% |
| Participant deferral / active EE | $615 | $1,260-51.2% | $1,861-66.9% | $3,740-83.5% |
| Admin fee / account holder | $800 | $2,504-68.1% | $2,858-72.0% | $5,306-84.9% |