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 | $22,598 | $34,308-34.1% | $74,701-69.7% | $72,985-69.0% |
| Participation rate | 64.0% | 42.4%+21.6pp | 54.5%+9.5pp | 69.5%-5.5pp |
| Annual return | 22.35% | 26.58%-4.2pp | 752.92%-730.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,157 | $692+356.4% | $1,084+191.3% | $2,440+29.4% |
| Participant deferral / active EE | $455 | $1,271-64.2% | $1,964-76.8% | $3,607-87.4% |
| Admin fee / account holder | $1,298 | $2,124-38.9% | $3,333-61.1% | $5,124-74.7% |