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 | $39,373 | $27,915+41.0% | $58,482-32.7% | $75,163-47.6% |
| Participation rate | 21.7% | 38.8%-17.1pp | 50.9%-29.1pp | 67.2%-45.5pp |
| Annual return | 18.94% | 44.20%-25.3pp | 4239.32%-4220.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $766 | $669+14.4% | $1,053-27.3% | $2,670-71.3% |
| Participant deferral / active EE | $1,713 | $1,201+42.6% | $1,924-10.9% | $4,125-58.5% |
| Admin fee / account holder | $4,321 | $1,726+150.4% | $2,516+71.8% | $5,651-23.5% |