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 | $45,953 | $25,014+83.7% | $69,647-34.0% | $80,856-43.2% |
| Participation rate | 68.2% | 64.2%+3.9pp | 66.5%+1.7pp | 67.6%+0.5pp |
| Annual return | 22.83% | 19.07%+3.8pp | 100.48%-77.7pp | 35.59%-12.8pp |
| Employer contribution / active EE | $287 | $993-71.1% | $1,712-83.3% | $2,755-89.6% |
| Participant deferral / active EE | $1,802 | $1,839-2.0% | $2,886-37.6% | $4,296-58.1% |
| Admin fee / account holder | $17,749 | $2,488+613.4% | $4,713+276.6% | $6,918+156.6% |