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 | $27,261 | $34,308-20.5% | $74,701-63.5% | $72,985-62.6% |
| Participation rate | 60.7% | 42.4%+18.3pp | 54.5%+6.2pp | 69.5%-8.8pp |
| Annual return | 27.48% | 26.58%+0.9pp | 752.92%-725.4pp | 81.00%-53.5pp |
| Employer contribution / active EE | $748 | $692+8.1% | $1,084-31.0% | $2,440-69.4% |
| Participant deferral / active EE | $3,085 | $1,271+142.6% | $1,964+57.1% | $3,607-14.5% |
| Admin fee / account holder | $773 | $2,124-63.6% | $3,333-76.8% | $5,124-84.9% |