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 | $49,484 | $27,915+77.3% | $58,482-15.4% | $75,163-34.2% |
| Participation rate | 48.3% | 38.8%+9.4pp | 50.9%-2.6pp | 67.2%-18.9pp |
| Annual return | 20.33% | 44.20%-23.9pp | 4239.32%-4219.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $845 | $669+26.3% | $1,053-19.8% | $2,670-68.4% |
| Participant deferral / active EE | $3,650 | $1,201+203.9% | $1,924+89.7% | $4,125-11.5% |
| Admin fee / account holder | $1,349 | $1,726-21.9% | $2,516-46.4% | $5,651-76.1% |