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 | $35,163 | $34,932+0.7% | $56,441-37.7% | $74,546-52.8% |
| Participation rate | 28.2% | 32.9%-4.6pp | 52.5%-24.3pp | 67.2%-39.0pp |
| Annual return | 13.93% | 24.90%-11.0pp | 1704.21%-1690.3pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $980 | $608+61.1% | $1,039-5.7% | $2,624-62.6% |
| Participant deferral / active EE | $1,207 | $1,173+2.9% | $1,953-38.2% | $4,347-72.2% |
| Admin fee / account holder | $2,730 | $2,359+15.7% | $2,829-3.5% | $1,944+40.5% |