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 | $46,999 | $24,730+90.0% | $66,042-28.8% | $84,808-44.6% |
| Participation rate | 59.1% | 68.1%-9.0pp | 67.5%-8.4pp | 68.3%-9.2pp |
| Annual return | 20.68% | 79.55%-58.9pp | 52.11%-31.4pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,628 | $857+206.8% | $1,579+66.4% | $2,631-0.1% |
| Participant deferral / active EE | $4,015 | $1,737+131.2% | $2,835+41.6% | $4,212-4.7% |
| Admin fee / account holder | $1,245 | $3,014-58.7% | $5,747-78.3% | $7,344-83.0% |