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 | $22,925 | $27,839-17.6% | $58,482-60.8% | $71,457-67.9% |
| Participation rate | 42.2% | 34.5%+7.6pp | 50.9%-8.7pp | 67.9%-25.7pp |
| Annual return | 17.54% | 26.81%-9.3pp | 4239.32%-4221.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $748 | $631+18.6% | $1,053-29.0% | $2,588-71.1% |
| Participant deferral / active EE | $1,488 | $1,206+23.3% | $1,924-22.7% | $4,289-65.3% |
| Admin fee / account holder | $11,222 | $1,641+584.0% | $2,516+346.0% | $1,587+607.0% |