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 | $43,695 | $39,019+12.0% | $80,716-45.9% | $85,850-49.1% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 14.76% | 26.27%-11.5pp | 87.28%-72.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $366 | $722-49.4% | $1,160-68.5% | $2,565-85.7% |
| Participant deferral / active EE | $3,111 | $1,326+134.7% | $2,146+45.0% | $3,952-21.3% |
| Admin fee / account holder | $1,294 | $2,431-46.8% | $3,380-61.7% | $6,260-79.3% |