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 | $63,864 | $37,426+70.6% | $77,482-17.6% | $79,858-20.0% |
| Participation rate | 31.9% | 41.5%-9.6pp | 54.2%-22.3pp | 69.6%-37.7pp |
| Annual return | 22.39% | 39.70%-17.3pp | 54.79%-32.4pp | 31.71%-9.3pp |
| Employer contribution / active EE | $355 | $637-44.2% | $986-64.0% | $2,471-85.6% |
| Participant deferral / active EE | $412 | $1,260-67.3% | $1,861-77.8% | $3,740-89.0% |
| Admin fee / account holder | $993 | $2,504-60.3% | $2,858-65.2% | $5,306-81.3% |