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 | $12,468 | $29,660-58.0% | $56,411-77.9% | $80,856-84.6% |
| Participation rate | 54.8% | 41.6%+13.1pp | 52.5%+2.3pp | 67.6%-12.9pp |
| Annual return | 11.01% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,126 | $669+68.3% | $1,039+8.4% | $2,755-59.1% |
| Participant deferral / active EE | $1,743 | $1,226+42.2% | $1,952-10.7% | $4,296-59.4% |
| Admin fee / account holder | $1,797 | $2,428-26.0% | $2,829-36.5% | $6,918-74.0% |