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 | $47,713 | $29,660+60.9% | $56,411-15.4% | $80,856-41.0% |
| Participation rate | 45.5% | 41.6%+3.8pp | 52.5%-7.0pp | 67.6%-22.2pp |
| Annual return | 11.14% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $996 | $669+48.9% | $1,039-4.1% | $2,755-63.8% |
| Participant deferral / active EE | $2,418 | $1,226+97.3% | $1,952+23.9% | $4,296-43.7% |
| Admin fee / account holder | $829 | $2,428-65.9% | $2,829-70.7% | $6,918-88.0% |