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 | $36,941 | $22,587+63.6% | $65,255-43.4% | $75,163-50.9% |
| Participation rate | 65.5% | 63.1%+2.4pp | 65.0%+0.5pp | 67.2%-1.7pp |
| Annual return | 27.75% | 71.03%-43.3pp | 47.35%-19.6pp | 160.62%-132.9pp |
| Employer contribution / active EE | $1,975 | $941+109.9% | $1,691+16.8% | $2,670-26.0% |
| Participant deferral / active EE | $3,392 | $1,695+100.1% | $2,831+19.8% | $4,125-17.8% |
| Admin fee / account holder | $608 | $1,876-67.6% | $4,112-85.2% | $5,651-89.2% |