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 | $45,431 | $40,385+12.5% | $80,569-43.6% | $74,419-39.0% |
| Participation rate | 9.1% | 47.4%-38.3pp | 67.0%-57.9pp | 70.7%-61.6pp |
| Annual return | 17.29% | 164.85%-147.6pp | 935.43%-918.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $303 | $1,496-79.8% | $2,723-88.9% | $2,637-88.5% |
| Participant deferral / active EE | $628 | $2,674-76.5% | $4,447-85.9% | $4,528-86.1% |
| Admin fee / account holder | $2,192 | $720+204.4% | $5,377-59.2% | $348+530.0% |