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 | $46,304 | $29,660+56.1% | $56,411-17.9% | $80,856-42.7% |
| Participation rate | 26.7% | 41.6%-15.0pp | 52.5%-25.8pp | 67.6%-41.0pp |
| Annual return | 12.78% | 35.23%-22.4pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $581 | $669-13.2% | $1,039-44.0% | $2,755-78.9% |
| Participant deferral / active EE | $2,529 | $1,226+106.3% | $1,952+29.6% | $4,296-41.1% |
| Admin fee / account holder | $895 | $2,428-63.1% | $2,829-68.4% | $6,918-87.1% |