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 10-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 | $66,431 | $29,660+124.0% | $56,411+17.8% | $80,856-17.8% |
| Participation rate | 38.7% | 41.6%-2.9pp | 52.5%-13.8pp | 67.6%-28.9pp |
| Annual return | 11.53% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $380 | $669-43.3% | $1,039-63.4% | $2,755-86.2% |
| Participant deferral / active EE | $1,122 | $1,226-8.4% | $1,952-42.5% | $4,296-73.9% |
| Admin fee / account holder | $1,307 | $2,428-46.2% | $2,829-53.8% | $6,918-81.1% |