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 | $47,104 | $29,660+58.8% | $56,411-16.5% | $80,856-41.7% |
| Participation rate | 22.2% | 41.6%-19.4pp | 52.5%-30.2pp | 67.6%-45.4pp |
| Annual return | 13.45% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $654 | $669-2.4% | $1,039-37.1% | $2,755-76.3% |
| Participant deferral / active EE | $869 | $1,226-29.1% | $1,952-55.5% | $4,296-79.8% |
| Admin fee / account holder | $838 | $2,428-65.5% | $2,829-70.4% | $6,918-87.9% |