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 | $40,187 | $34,308+17.1% | $74,701-46.2% | $72,985-44.9% |
| Participation rate | 23.5% | 42.4%-18.9pp | 54.5%-30.9pp | 69.5%-46.0pp |
| Annual return | 19.04% | 26.58%-7.5pp | 752.92%-733.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $573 | $692-17.2% | $1,084-47.1% | $2,440-76.5% |
| Participant deferral / active EE | $643 | $1,271-49.4% | $1,964-67.3% | $3,607-82.2% |
| Admin fee / account holder | $539 | $2,124-74.6% | $3,333-83.8% | $5,124-89.5% |