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 9-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 | $37,441 | $29,660+26.2% | $56,411-33.6% | $80,856-53.7% |
| Participation rate | 22.4% | 41.6%-19.3pp | 52.5%-30.1pp | 67.6%-45.3pp |
| Annual return | 13.88% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $585 | $669-12.6% | $1,039-43.7% | $2,755-78.8% |
| Participant deferral / active EE | $979 | $1,226-20.1% | $1,952-49.8% | $4,296-77.2% |
| Admin fee / account holder | $7,010 | $2,428+188.8% | $2,829+147.8% | $6,918+1.3% |