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 | $41,967 | $34,308+22.3% | $74,701-43.8% | $72,985-42.5% |
| Participation rate | 57.4% | 42.4%+15.0pp | 54.5%+2.9pp | 69.5%-12.1pp |
| Annual return | 18.49% | 26.58%-8.1pp | 752.92%-734.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $202 | $692-70.8% | $1,084-81.4% | $2,440-91.7% |
| Participant deferral / active EE | $969 | $1,271-23.8% | $1,964-50.7% | $3,607-73.1% |
| Admin fee / account holder | $1,585 | $2,124-25.4% | $3,333-52.4% | $5,124-69.1% |