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 | $48,555 | $39,019+24.4% | $80,716-39.8% | $85,850-43.4% |
| Participation rate | 23.4% | 41.5%-18.2pp | 54.2%-30.8pp | 69.3%-45.9pp |
| Annual return | 11.73% | 26.27%-14.5pp | 87.28%-75.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $264 | $722-63.4% | $1,160-77.3% | $2,565-89.7% |
| Participant deferral / active EE | $915 | $1,326-30.9% | $2,146-57.3% | $3,952-76.8% |
| Admin fee / account holder | $348 | $2,431-85.7% | $3,380-89.7% | $6,260-94.4% |