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 5-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 | $38,908 | $29,660+31.2% | $56,411-31.0% | $80,856-51.9% |
| Participation rate | 22.6% | 41.6%-19.1pp | 52.5%-29.9pp | 67.6%-45.1pp |
| Annual return | 19.34% | 35.23%-15.9pp | 1701.33%-1682.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $333 | $669-50.2% | $1,039-67.9% | $2,755-87.9% |
| Participant deferral / active EE | $1,800 | $1,226+46.8% | $1,952-7.8% | $4,296-58.1% |
| Admin fee / account holder | $1,707 | $2,428-29.7% | $2,829-39.7% | $6,918-75.3% |