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 | $38,794 | $30,400+27.6% | $53,898-28.0% | $84,808-54.3% |
| Participation rate | 21.6% | 46.4%-24.8pp | 55.0%-33.3pp | 68.3%-46.7pp |
| Annual return | 20.48% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $476 | $603-21.0% | $932-48.9% | $2,631-81.9% |
| Participant deferral / active EE | $962 | $1,199-19.7% | $1,826-47.3% | $4,212-77.1% |
| Admin fee / account holder | $2,021 | $1,993+1.4% | $2,491-18.9% | $7,344-72.5% |