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 | $45,454 | $37,426+21.4% | $77,482-41.3% | $79,858-43.1% |
| Participation rate | 30.6% | 41.5%-10.9pp | 54.2%-23.6pp | 69.6%-39.0pp |
| Annual return | 35.82% | 39.70%-3.9pp | 54.79%-19.0pp | 31.71%+4.1pp |
| Employer contribution / active EE | $438 | $637-31.3% | $986-55.6% | $2,471-82.3% |
| Participant deferral / active EE | $2,095 | $1,260+66.2% | $1,861+12.5% | $3,740-44.0% |
| Admin fee / account holder | $300 | $2,504-88.0% | $2,858-89.5% | $5,306-94.3% |