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 6-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 | $63,369 | $81,625-22.4% | $58,482+8.4% | $139,434-54.6% |
| Participation rate | 52.6% | 61.3%-8.7pp | 50.9%+1.8pp | 80.3%-27.7pp |
| Annual return | 12.87% | 7404.20%-7391.3pp | 4239.32%-4226.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,229 | $1,398+59.4% | $1,053+111.6% | $4,751-53.1% |
| Participant deferral / active EE | $4,163 | $2,557+62.8% | $1,924+116.4% | $6,710-38.0% |
| Admin fee / account holder | $31,928 | $3,265+877.8% | $2,516+1169.0% | $11,403+180.0% |