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 | $65,130 | $27,839+134.0% | $58,482+11.4% | $71,457-8.9% |
| Participation rate | 26.1% | 34.5%-8.4pp | 50.9%-24.7pp | 67.9%-41.8pp |
| Annual return | 19.23% | 26.81%-7.6pp | 4239.32%-4220.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $707 | $631+12.1% | $1,053-32.9% | $2,588-72.7% |
| Participant deferral / active EE | $1,639 | $1,206+35.9% | $1,924-14.8% | $4,289-61.8% |
| Admin fee / account holder | $2,835 | $1,641+72.8% | $2,516+12.7% | $1,587+78.6% |