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 6-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 | $51,342 | $34,308+49.7% | $74,701-31.3% | $72,985-29.7% |
| Participation rate | 38.7% | 42.4%-3.7pp | 54.5%-15.8pp | 69.5%-30.8pp |
| Annual return | 17.99% | 26.58%-8.6pp | 752.92%-734.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $839 | $692+21.3% | $1,084-22.6% | $2,440-65.6% |
| Participant deferral / active EE | $2,230 | $1,271+75.4% | $1,964+13.5% | $3,607-38.2% |
| Admin fee / account holder | $19,204 | $2,124+804.1% | $3,333+476.2% | $5,124+274.8% |