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 | $31,907 | $27,915+14.3% | $58,482-45.4% | $75,163-57.5% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.0pp |
| Annual return | 18.52% | 44.20%-25.7pp | 4239.32%-4220.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $350 | $1,201-70.9% | $1,924-81.8% | $4,125-91.5% |
| Admin fee / account holder | $462 | $1,726-73.2% | $2,516-81.6% | $5,651-91.8% |