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 | $26,319 | $29,660-11.3% | $56,411-53.3% | $80,856-67.4% |
| Participation rate | 51.7% | 41.6%+10.1pp | 52.5%-0.7pp | 67.6%-15.9pp |
| Annual return | 11.99% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,781 | $669+166.0% | $1,039+71.4% | $2,755-35.4% |
| Participant deferral / active EE | $3,087 | $1,226+151.8% | $1,952+58.2% | $4,296-28.1% |
| Admin fee / account holder | $1,384 | $2,428-43.0% | $2,829-51.1% | $6,918-80.0% |