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 | $36,905 | $32,037+15.2% | $69,182-46.7% | $62,891-41.3% |
| Participation rate | 15.4% | 43.4%-28.0pp | 55.1%-39.7pp | 69.3%-53.9pp |
| Annual return | 10.75% | 15.16%-4.4pp | -21.93%+32.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $501 | $679-26.3% | $1,206-58.5% | $2,281-78.0% |
| Participant deferral / active EE | $1,971 | $1,185+66.3% | $1,897+3.9% | $3,203-38.5% |
| Admin fee / account holder | $822 | $2,608-68.5% | $2,697-69.5% | $4,296-80.9% |