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 | $36,083 | $31,310+15.2% | $53,898-33.1% | $74,304-51.4% |
| Participation rate | 43.5% | 30.7%+12.9pp | 55.0%-11.4pp | 60.3%-16.8pp |
| Annual return | 15.06% | 23.16%-8.1pp | 528.60%-513.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $559 | $450+24.3% | $932-40.0% | $2,241-75.0% |
| Participant deferral / active EE | $1,502 | $934+60.8% | $1,826-17.8% | $3,767-60.1% |
| Admin fee / account holder | $3,638 | $2,175+67.2% | $2,491+46.0% | $2,969+22.5% |