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 | $28,505 | $30,588-6.8% | $53,898-47.1% | $85,563-66.7% |
| Participation rate | 14.9% | 26.3%-11.5pp | 55.0%-40.1pp | 66.0%-51.1pp |
| Annual return | 15.89% | 50.42%-34.5pp | 528.60%-512.7pp | 31.51%-15.6pp |
| Employer contribution / active EE | $271 | $436-37.8% | $932-70.9% | $2,654-89.8% |
| Participant deferral / active EE | $408 | $848-51.9% | $1,826-77.7% | $4,375-90.7% |
| Admin fee / account holder | $1,513 | $1,879-19.5% | $2,491-39.2% | $834+81.4% |