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 8-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 | $32,489 | $29,660+9.5% | $56,411-42.4% | $80,856-59.8% |
| Participation rate | 25.0% | 41.6%-16.6pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 22.44% | 35.23%-12.8pp | 1701.33%-1678.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $523 | $669-21.8% | $1,039-49.6% | $2,755-81.0% |
| Participant deferral / active EE | $658 | $1,226-46.4% | $1,952-66.3% | $4,296-84.7% |
| Admin fee / account holder | $1,091 | $2,428-55.1% | $2,829-61.4% | $6,918-84.2% |