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 | $42,292 | $34,934+21.1% | $56,411-25.0% | $74,495-43.2% |
| Participation rate | 30.2% | 32.8%-2.6pp | 52.5%-22.2pp | 67.2%-37.0pp |
| Annual return | 12.46% | 25.94%-13.5pp | 1701.33%-1688.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $715 | $609+17.4% | $1,039-31.2% | $2,623-72.7% |
| Participant deferral / active EE | $805 | $1,170-31.2% | $1,952-58.8% | $4,346-81.5% |
| Admin fee / account holder | $616 | $2,364-74.0% | $2,829-78.2% | $1,942-68.3% |