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 | $58,654 | $37,426+56.7% | $77,482-24.3% | $79,858-26.6% |
| Participation rate | 37.7% | 41.5%-3.8pp | 54.2%-16.4pp | 69.6%-31.9pp |
| Annual return | 14.01% | 39.70%-25.7pp | 54.79%-40.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $223 | $637-65.0% | $986-77.4% | $2,471-91.0% |
| Participant deferral / active EE | $1,536 | $1,260+21.9% | $1,861-17.5% | $3,740-58.9% |
| Admin fee / account holder | $1,314 | $2,504-47.5% | $2,858-54.0% | $5,306-75.2% |