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 | $54,658 | $34,308+59.3% | $74,701-26.8% | $72,985-25.1% |
| Participation rate | 42.9% | 42.4%+0.5pp | 54.5%-11.6pp | 69.5%-26.6pp |
| Annual return | 27.12% | 26.58%+0.5pp | 752.92%-725.8pp | 81.00%-53.9pp |
| Employer contribution / active EE | $635 | $692-8.2% | $1,084-41.4% | $2,440-74.0% |
| Participant deferral / active EE | $1,646 | $1,271+29.5% | $1,964-16.2% | $3,607-54.4% |
| Admin fee / account holder | $645 | $2,124-69.6% | $3,333-80.7% | $5,124-87.4% |