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 | $40,395 | $29,667+36.2% | $56,441-28.4% | $80,874-50.1% |
| Participation rate | 20.8% | 41.7%-20.8pp | 52.5%-31.7pp | 67.6%-46.8pp |
| Annual return | 11.49% | 35.22%-23.7pp | 1704.21%-1692.7pp | 35.62%-24.1pp |
| Employer contribution / active EE | $284 | $669-57.5% | $1,039-72.6% | $2,756-89.7% |
| Participant deferral / active EE | $682 | $1,227-44.4% | $1,953-65.1% | $4,297-84.1% |
| Admin fee / account holder | $1,689 | $2,429-30.5% | $2,829-40.3% | $6,935-75.6% |