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 | $75,542 | $74,661+1.2% | $160,784-53.0% | $67,986+11.1% |
| Participation rate | 27.2% | 57.1%-29.9pp | 77.0%-49.7pp | 57.2%-30.0pp |
| Annual return | 16.49% | 28.83%-12.3pp | 1803.92%-1787.4pp | 31.67%-15.2pp |
| Employer contribution / active EE | $720 | $1,829-60.7% | $3,733-80.7% | $2,019-64.4% |
| Participant deferral / active EE | $1,470 | $3,681-60.1% | $6,293-76.6% | $3,358-56.2% |
| Admin fee / account holder | $3,738 | $3,959-5.6% | $9,717-61.5% | $3,203+16.7% |