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 | $24,671 | $29,660-16.8% | $56,411-56.3% | $80,856-69.5% |
| Participation rate | 37.0% | 41.6%-4.6pp | 52.5%-15.4pp | 67.6%-30.6pp |
| Annual return | 15.76% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,094 | $669+63.4% | $1,039+5.3% | $2,755-60.3% |
| Participant deferral / active EE | $1,597 | $1,226+30.2% | $1,952-18.2% | $4,296-62.8% |
| Admin fee / account holder | $382 | $2,428-84.3% | $2,829-86.5% | $6,918-94.5% |