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 | $66,893 | $29,667+125.5% | $56,441+18.5% | $80,874-17.3% |
| Participation rate | 30.6% | 41.7%-11.0pp | 52.5%-21.9pp | 67.6%-37.0pp |
| Annual return | 11.77% | 35.22%-23.5pp | 1704.21%-1692.4pp | 35.62%-23.9pp |
| Employer contribution / active EE | $624 | $669-6.7% | $1,039-39.9% | $2,756-77.3% |
| Participant deferral / active EE | $1,683 | $1,227+37.2% | $1,953-13.8% | $4,297-60.8% |
| Admin fee / account holder | $762 | $2,429-68.6% | $2,829-73.0% | $6,935-89.0% |