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 7-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 | $41,499 | $30,400+36.5% | $53,898-23.0% | $84,808-51.1% |
| Participation rate | 36.8% | 46.4%-9.6pp | 55.0%-18.1pp | 68.3%-31.5pp |
| Annual return | 18.35% | 500.19%-481.8pp | 528.60%-510.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $717 | $603+18.9% | $932-23.1% | $2,631-72.8% |
| Participant deferral / active EE | $1,618 | $1,199+35.0% | $1,826-11.4% | $4,212-61.6% |
| Admin fee / account holder | $2,340 | $1,993+17.4% | $2,491-6.0% | $7,344-68.1% |