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 | $25,868 | $31,310-17.4% | $53,898-52.0% | $74,304-65.2% |
| Participation rate | 36.2% | 30.7%+5.5pp | 55.0%-18.8pp | 60.3%-24.1pp |
| Annual return | 19.58% | 23.16%-3.6pp | 528.60%-509.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $480 | $450+6.7% | $932-48.5% | $2,241-78.6% |
| Participant deferral / active EE | $1,067 | $934+14.2% | $1,826-41.6% | $3,767-71.7% |
| Admin fee / account holder | $1,886 | $2,175-13.3% | $2,491-24.3% | $2,969-36.5% |