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 | $29,735 | $27,839+6.8% | $58,482-49.2% | $71,457-58.4% |
| Participation rate | 31.6% | 34.5%-2.9pp | 50.9%-19.2pp | 67.9%-36.3pp |
| Annual return | 15.62% | 26.81%-11.2pp | 4239.32%-4223.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $193 | $631-69.4% | $1,053-81.7% | $2,588-92.5% |
| Participant deferral / active EE | $1,020 | $1,206-15.5% | $1,924-47.0% | $4,289-76.2% |
| Admin fee / account holder | $566 | $1,641-65.5% | $2,516-77.5% | $1,587-64.3% |