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 | $25,487 | $29,660-14.1% | $56,411-54.8% | $80,856-68.5% |
| Participation rate | 44.8% | 41.6%+3.2pp | 52.5%-7.6pp | 67.6%-22.8pp |
| Annual return | 11.37% | 35.23%-23.9pp | 1701.33%-1690.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,124 | $669+68.0% | $1,039+8.2% | $2,755-59.2% |
| Participant deferral / active EE | $1,924 | $1,226+57.0% | $1,952-1.4% | $4,296-55.2% |
| Admin fee / account holder | $6,038 | $2,428+148.7% | $2,829+113.5% | $6,918-12.7% |