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 | $37,325 | $31,310+19.2% | $53,898-30.7% | $74,304-49.8% |
| Participation rate | 58.3% | 30.7%+27.7pp | 55.0%+3.4pp | 60.3%-2.0pp |
| Annual return | 16.54% | 23.16%-6.6pp | 528.60%-512.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $774 | $450+72.1% | $932-16.9% | $2,241-65.5% |
| Participant deferral / active EE | $1,402 | $934+50.0% | $1,826-23.3% | $3,767-62.8% |
| Admin fee / account holder | $1,568 | $2,175-27.9% | $2,491-37.0% | $2,969-47.2% |