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 | $29,319+32.3% | $52,425-26.0% | $82,448-52.9% |
| Participation rate | 21.6% | 46.9%-25.2pp | 55.6%-34.0pp | 68.1%-46.4pp |
| Annual return | 20.48% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.2pp |
| Employer contribution / active EE | $476 | $586-18.8% | $914-47.9% | $2,551-81.3% |
| Participant deferral / active EE | $962 | $1,171-17.8% | $1,790-46.2% | $4,139-76.7% |
| Admin fee / account holder | $2,021 | $1,962+3.0% | $2,495-19.0% | $7,234-72.1% |