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 | $34,725 | $27,915+24.4% | $58,482-40.6% | $75,163-53.8% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 15.95% | 44.20%-28.3pp | 4239.32%-4223.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $847 | $669+26.5% | $1,053-19.6% | $2,670-68.3% |
| Participant deferral / active EE | $1,745 | $1,201+45.3% | $1,924-9.3% | $4,125-57.7% |
| Admin fee / account holder | $2,258 | $1,726+30.8% | $2,516-10.3% | $5,651-60.0% |