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 | $38,616 | $27,839+38.7% | $58,482-34.0% | $71,457-46.0% |
| Participation rate | 35.9% | 34.5%+1.3pp | 50.9%-15.0pp | 67.9%-32.0pp |
| Annual return | 15.97% | 26.81%-10.8pp | 4239.32%-4223.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $378 | $631-40.0% | $1,053-64.1% | $2,588-85.4% |
| Participant deferral / active EE | $1,065 | $1,206-11.7% | $1,924-44.7% | $4,289-75.2% |
| Admin fee / account holder | $4,134 | $1,641+152.0% | $2,516+64.3% | $1,587+160.5% |