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 | $33,937 | $29,660+14.4% | $56,411-39.8% | $80,856-58.0% |
| Participation rate | 47.5% | 41.6%+5.8pp | 52.5%-5.0pp | 67.6%-20.2pp |
| Annual return | 12.76% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $669 | $6690% | $1,039-35.6% | $2,755-75.7% |
| Participant deferral / active EE | $1,546 | $1,226+26.1% | $1,952-20.8% | $4,296-64.0% |
| Admin fee / account holder | $3,167 | $2,428+30.5% | $2,829+12.0% | $6,918-54.2% |