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 | $33,786 | $29,660+13.9% | $56,411-40.1% | $80,856-58.2% |
| Participation rate | 20.7% | 41.6%-20.9pp | 52.5%-31.7pp | 67.6%-46.9pp |
| Annual return | 12.77% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $826 | $669+23.4% | $1,039-20.5% | $2,755-70.0% |
| Participant deferral / active EE | $1,188 | $1,226-3.1% | $1,952-39.2% | $4,296-72.4% |
| Admin fee / account holder | $10,352 | $2,428+326.5% | $2,829+266.0% | $6,918+49.6% |