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 | $51,717 | $29,660+74.4% | $56,411-8.3% | $80,856-36.0% |
| Participation rate | 22.9% | 41.6%-18.7pp | 52.5%-29.5pp | 67.6%-44.7pp |
| Annual return | 13.30% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $865 | $669+29.3% | $1,039-16.7% | $2,755-68.6% |
| Participant deferral / active EE | $1,827 | $1,226+49.0% | $1,952-6.4% | $4,296-57.5% |
| Admin fee / account holder | $8,365 | $2,428+244.6% | $2,829+195.7% | $6,918+20.9% |