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 | $41,035 | $27,915+47.0% | $58,482-29.8% | $75,163-45.4% |
| Participation rate | 50.6% | 38.8%+11.8pp | 50.9%-0.2pp | 67.2%-16.5pp |
| Annual return | 17.42% | 44.20%-26.8pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $277 | $669-58.5% | $1,053-73.7% | $2,670-89.6% |
| Participant deferral / active EE | $719 | $1,201-40.1% | $1,924-62.6% | $4,125-82.6% |
| Admin fee / account holder | $8,495 | $1,726+392.3% | $2,516+237.6% | $5,651+50.3% |