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 | $57,358 | $30,400+88.7% | $53,898+6.4% | $84,808-32.4% |
| Participation rate | 29.4% | 46.4%-17.0pp | 55.0%-25.5pp | 68.3%-38.9pp |
| Annual return | 17.56% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $940 | $603+56.0% | $932+0.9% | $2,631-64.3% |
| Participant deferral / active EE | $1,659 | $1,199+38.4% | $1,826-9.1% | $4,212-60.6% |
| Admin fee / account holder | $1,858 | $1,993-6.8% | $2,491-25.4% | $7,344-74.7% |