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 6-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 | $26,107 | $30,400-14.1% | $53,898-51.6% | $84,808-69.2% |
| Participation rate | 13.7% | 46.4%-32.7pp | 55.0%-41.2pp | 68.3%-54.6pp |
| Annual return | 15.59% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $451 | $603-25.2% | $932-51.6% | $2,631-82.9% |
| Participant deferral / active EE | $687 | $1,199-42.6% | $1,826-62.4% | $4,212-83.7% |
| Admin fee / account holder | $513 | $1,993-74.2% | $2,491-79.4% | $7,344-93.0% |