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 | $53,454 | $34,308+55.8% | $74,701-28.4% | $72,985-26.8% |
| Participation rate | 28.8% | 42.4%-13.6pp | 54.5%-25.6pp | 69.5%-40.7pp |
| Annual return | 21.71% | 26.58%-4.9pp | 752.92%-731.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $708 | $692+2.3% | $1,084-34.7% | $2,440-71.0% |
| Participant deferral / active EE | $1,571 | $1,271+23.6% | $1,964-20.0% | $3,607-56.4% |
| Admin fee / account holder | $2,568 | $2,124+20.9% | $3,333-23.0% | $5,124-49.9% |