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 | $42,449 | $29,667+43.1% | $56,441-24.8% | $80,874-47.5% |
| Participation rate | 39.0% | 41.7%-2.7pp | 52.5%-13.5pp | 67.6%-28.7pp |
| Annual return | 12.01% | 35.22%-23.2pp | 1704.21%-1692.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $304 | $669-54.5% | $1,039-70.7% | $2,756-89.0% |
| Participant deferral / active EE | $1,387 | $1,227+13.0% | $1,953-29.0% | $4,297-67.7% |
| Admin fee / account holder | $2,686 | $2,429+10.5% | $2,829-5.1% | $6,935-61.3% |