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 | $39,969 | $30,400+31.5% | $53,898-25.8% | $84,808-52.9% |
| Participation rate | 7.0% | 46.4%-39.5pp | 55.0%-48.0pp | 68.3%-61.3pp |
| Annual return | 14.72% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $186 | $603-69.2% | $932-80.1% | $2,631-92.9% |
| Participant deferral / active EE | $369 | $1,199-69.2% | $1,826-79.8% | $4,212-91.2% |
| Admin fee / account holder | $1,450 | $1,993-27.3% | $2,491-41.8% | $7,344-80.3% |