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 8-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 | $38,755 | $29,660+30.7% | $56,411-31.3% | $80,856-52.1% |
| Participation rate | 41.5% | 41.6%-0.1pp | 52.5%-11.0pp | 67.6%-26.1pp |
| Annual return | 14.18% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $726 | $669+8.4% | $1,039-30.1% | $2,755-73.7% |
| Participant deferral / active EE | $1,627 | $1,226+32.7% | $1,952-16.6% | $4,296-62.1% |
| Admin fee / account holder | $7,152 | $2,428+194.6% | $2,829+152.8% | $6,918+3.4% |