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 9-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 | $35,914 | $29,660+21.1% | $56,411-36.3% | $80,856-55.6% |
| Participation rate | 45.0% | 41.6%+3.4pp | 52.5%-7.5pp | 67.6%-22.6pp |
| Annual return | 16.91% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,398 | $669+108.9% | $1,039+34.6% | $2,755-49.2% |
| Participant deferral / active EE | $1,489 | $1,226+21.4% | $1,952-23.7% | $4,296-65.3% |
| Admin fee / account holder | $935 | $2,428-61.5% | $2,829-67.0% | $6,918-86.5% |