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 | $24,788 | $30,400-18.5% | $53,898-54.0% | $84,808-70.8% |
| Participation rate | 57.0% | 46.4%+10.5pp | 55.0%+2.0pp | 68.3%-11.3pp |
| Annual return | 15.17% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,065 | $603+76.7% | $932+14.3% | $2,631-59.5% |
| Participant deferral / active EE | $2,270 | $1,199+89.4% | $1,826+24.3% | $4,212-46.1% |
| Admin fee / account holder | $935 | $1,993-53.1% | $2,491-62.5% | $7,344-87.3% |