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 | $28,037 | $29,660-5.5% | $56,411-50.3% | $80,856-65.3% |
| Participation rate | 28.8% | 41.6%-12.8pp | 52.5%-23.7pp | 67.6%-38.8pp |
| Annual return | 11.63% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,582 | $1,226+29.0% | $1,952-18.9% | $4,296-63.2% |
| Admin fee / account holder | $496 | $2,428-79.6% | $2,829-82.5% | $6,918-92.8% |