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 | $34,797 | $31,310+11.1% | $53,898-35.4% | $74,304-53.2% |
| Participation rate | 28.3% | 30.7%-2.4pp | 55.0%-26.7pp | 60.3%-32.1pp |
| Annual return | 18.08% | 23.16%-5.1pp | 528.60%-510.5pp | 29.43%-11.3pp |
| Employer contribution / active EE | $450 | $450-0.1% | $932-51.8% | $2,241-79.9% |
| Participant deferral / active EE | $858 | $934-8.2% | $1,826-53.0% | $3,767-77.2% |
| Admin fee / account holder | $1,229 | $2,175-43.5% | $2,491-50.7% | $2,969-58.6% |