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 5-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 | $41,154 | $30,400+35.4% | $53,898-23.6% | $84,808-51.5% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 19.26% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $536 | $603-11.0% | $932-42.4% | $2,631-79.6% |
| Participant deferral / active EE | $2,656 | $1,199+121.5% | $1,826+45.4% | $4,212-36.9% |
| Admin fee / account holder | $1,084 | $1,993-45.6% | $2,491-56.5% | $7,344-85.2% |