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 | $34,217 | $39,019-12.3% | $80,716-57.6% | $85,850-60.1% |
| Participation rate | 60.6% | 41.5%+19.1pp | 54.2%+6.4pp | 69.3%-8.7pp |
| Annual return | 14.33% | 26.27%-11.9pp | 87.28%-72.9pp | 318.53%-304.2pp |
| Employer contribution / active EE | $559 | $722-22.6% | $1,160-51.8% | $2,565-78.2% |
| Participant deferral / active EE | $961 | $1,326-27.5% | $2,146-55.2% | $3,952-75.7% |
| Admin fee / account holder | $1,010 | $2,431-58.5% | $3,380-70.1% | $6,260-83.9% |