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 | $57,031 | $29,660+92.3% | $56,411+1.1% | $80,856-29.5% |
| Participation rate | 7.7% | 41.6%-34.0pp | 52.5%-44.8pp | 67.6%-59.9pp |
| Annual return | 12.76% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $306 | $669-54.3% | $1,039-70.6% | $2,755-88.9% |
| Participant deferral / active EE | $931 | $1,226-24.1% | $1,952-52.3% | $4,296-78.3% |
| Admin fee / account holder | $919 | $2,428-62.1% | $2,829-67.5% | $6,918-86.7% |