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 | $24,634 | $34,934-29.5% | $56,411-56.3% | $74,495-66.9% |
| Participation rate | 24.0% | 32.8%-8.8pp | 52.5%-28.5pp | 67.2%-43.2pp |
| Annual return | 12.36% | 25.94%-13.6pp | 1701.33%-1689.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $565 | $609-7.2% | $1,039-45.6% | $2,623-78.5% |
| Participant deferral / active EE | $868 | $1,170-25.8% | $1,952-55.5% | $4,346-80.0% |
| Admin fee / account holder | $1,205 | $2,364-49.0% | $2,829-57.4% | $1,942-38.0% |