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 | $76,913 | $29,660+159.3% | $56,411+36.3% | $80,856-4.9% |
| Participation rate | 41.0% | 41.6%-0.6pp | 52.5%-11.4pp | 67.6%-26.6pp |
| Annual return | 17.59% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $646 | $669-3.4% | $1,039-37.8% | $2,755-76.5% |
| Participant deferral / active EE | $2,783 | $1,226+127.0% | $1,952+42.6% | $4,296-35.2% |
| Admin fee / account holder | $1,179 | $2,428-51.4% | $2,829-58.3% | $6,918-83.0% |