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 8-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 | $34,753 | $29,548+17.6% | $56,411-38.4% | $77,643-55.2% |
| Participation rate | 6.6% | 32.7%-26.1pp | 52.5%-45.9pp | 70.6%-64.0pp |
| Annual return | 12.74% | 19.01%-6.3pp | 1701.33%-1688.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $179 | $568-68.4% | $1,039-82.7% | $2,726-93.4% |
| Participant deferral / active EE | $358 | $1,061-66.3% | $1,952-81.7% | $4,647-92.3% |
| Admin fee / account holder | $731 | $1,046-30.1% | $2,829-74.2% | $430+69.9% |