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 | $40,687 | $27,915+45.8% | $58,482-30.4% | $75,163-45.9% |
| Participation rate | 53.5% | 38.8%+14.7pp | 50.9%+2.6pp | 67.2%-13.7pp |
| Annual return | 16.35% | 44.20%-27.8pp | 4239.32%-4223.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $755 | $669+12.9% | $1,053-28.3% | $2,670-71.7% |
| Participant deferral / active EE | $3,515 | $1,201+192.6% | $1,924+82.7% | $4,125-14.8% |
| Admin fee / account holder | $8,303 | $1,726+381.1% | $2,516+230.0% | $5,651+46.9% |