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 9-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 | $50,627 | $29,660+70.7% | $56,411-10.3% | $80,856-37.4% |
| Participation rate | 48.0% | 41.6%+6.4pp | 52.5%-4.5pp | 67.6%-19.6pp |
| Annual return | 11.10% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $486 | $669-27.5% | $1,039-53.2% | $2,755-82.4% |
| Participant deferral / active EE | $2,862 | $1,226+133.4% | $1,952+46.6% | $4,296-33.4% |
| Admin fee / account holder | $15,093 | $2,428+521.7% | $2,829+433.5% | $6,918+118.2% |