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 | $28,247 | $27,915+1.2% | $58,482-51.7% | $75,163-62.4% |
| Participation rate | 46.4% | 38.8%+7.6pp | 50.9%-4.4pp | 67.2%-20.8pp |
| Annual return | 21.00% | 44.20%-23.2pp | 4239.32%-4218.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $775 | $669+15.8% | $1,053-26.4% | $2,670-71.0% |
| Participant deferral / active EE | $1,497 | $1,201+24.6% | $1,924-22.2% | $4,125-63.7% |
| Admin fee / account holder | $1,245 | $1,726-27.9% | $2,516-50.5% | $5,651-78.0% |