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 | $38,215 | $31,310+22.1% | $53,898-29.1% | $74,304-48.6% |
| Participation rate | 32.0% | 30.7%+1.4pp | 55.0%-22.9pp | 60.3%-28.3pp |
| Annual return | 15.17% | 23.16%-8.0pp | 528.60%-513.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $396 | $450-12.0% | $932-57.5% | $2,241-82.3% |
| Participant deferral / active EE | $865 | $934-7.4% | $1,826-52.6% | $3,767-77.0% |
| Admin fee / account holder | $2,825 | $2,175+29.9% | $2,491+13.4% | $2,969-4.8% |