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 | $40,366 | $30,400+32.8% | $53,898-25.1% | $84,808-52.4% |
| Participation rate | 41.0% | 46.4%-5.5pp | 55.0%-14.0pp | 68.3%-27.3pp |
| Annual return | 14.79% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $775 | $603+28.5% | $932-16.9% | $2,631-70.6% |
| Participant deferral / active EE | $1,217 | $1,199+1.5% | $1,826-33.4% | $4,212-71.1% |
| Admin fee / account holder | $4,908 | $1,993+146.2% | $2,491+97.0% | $7,344-33.2% |