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 | $31,622 | $27,243+16.1% | $52,425-39.7% | $79,634-60.3% |
| Participation rate | 18.8% | 22.4%-3.6pp | 55.6%-36.8pp | 62.5%-43.7pp |
| Annual return | 15.72% | 63.36%-47.6pp | 302.12%-286.4pp | 36.46%-20.7pp |
| Employer contribution / active EE | $506 | $319+58.7% | $914-44.6% | $2,529-80.0% |
| Participant deferral / active EE | $614 | $636-3.5% | $1,790-65.7% | $3,835-84.0% |
| Admin fee / account holder | $1,111 | $2,105-47.2% | $2,495-55.5% | $1,002+10.9% |