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 | $51,966 | $30,400+70.9% | $53,898-3.6% | $84,808-38.7% |
| Participation rate | 48.5% | 46.4%+2.1pp | 55.0%-6.4pp | 68.3%-19.8pp |
| Annual return | 19.54% | 500.19%-480.6pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $478 | $603-20.6% | $932-48.7% | $2,631-81.8% |
| Participant deferral / active EE | $1,442 | $1,199+20.3% | $1,826-21.0% | $4,212-65.8% |
| Admin fee / account holder | $1,416 | $1,993-28.9% | $2,491-43.1% | $7,344-80.7% |