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 | $42,193 | $35,183+19.9% | $73,545-42.6% | $70,131-39.8% |
| Participation rate | 12.9% | 42.9%-30.0pp | 54.9%-42.0pp | 69.5%-56.6pp |
| Annual return | 19.35% | 26.90%-7.6pp | -15.16%+34.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $363 | $709-48.8% | $1,219-70.2% | $2,342-84.5% |
| Participant deferral / active EE | $1,746 | $1,220+43.1% | $1,806-3.3% | $3,332-47.6% |
| Admin fee / account holder | $477 | $2,302-79.3% | $2,320-79.4% | $4,645-89.7% |