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 | $54,275 | $29,319+85.1% | $52,425+3.5% | $82,448-34.2% |
| Participation rate | 16.9% | 46.9%-29.9pp | 55.6%-38.7pp | 68.1%-51.1pp |
| Annual return | 21.86% | 535.20%-513.3pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $411 | $586-29.9% | $914-55.0% | $2,551-83.9% |
| Participant deferral / active EE | $1,063 | $1,171-9.2% | $1,790-40.6% | $4,139-74.3% |
| Admin fee / account holder | $8,064 | $1,962+311.0% | $2,495+223.2% | $7,234+11.5% |