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 | $45,163 | $31,310+44.2% | $53,898-16.2% | $74,304-39.2% |
| Participation rate | 36.4% | 30.7%+5.7pp | 55.0%-18.6pp | 60.3%-24.0pp |
| Annual return | 22.13% | 23.16%-1.0pp | 528.60%-506.5pp | 29.43%-7.3pp |
| Employer contribution / active EE | $413 | $450-8.2% | $932-55.7% | $2,241-81.6% |
| Participant deferral / active EE | $1,167 | $934+24.9% | $1,826-36.1% | $3,767-69.0% |
| Admin fee / account holder | $4,410 | $2,175+102.7% | $2,491+77.1% | $2,969+48.6% |