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 | $39,245 | $34,308+14.4% | $74,701-47.5% | $72,985-46.2% |
| Participation rate | 39.6% | 42.4%-2.8pp | 54.5%-14.8pp | 69.5%-29.9pp |
| Annual return | 21.46% | 26.58%-5.1pp | 752.92%-731.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $652 | $692-5.8% | $1,084-39.9% | $2,440-73.3% |
| Participant deferral / active EE | $1,196 | $1,271-5.9% | $1,964-39.1% | $3,607-66.8% |
| Admin fee / account holder | $314 | $2,124-85.2% | $3,333-90.6% | $5,124-93.9% |