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 | $43,361 | $30,400+42.6% | $53,898-19.5% | $84,808-48.9% |
| Participation rate | 32.3% | 46.4%-14.2pp | 55.0%-22.7pp | 68.3%-36.1pp |
| Annual return | 17.06% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,236 | $603+105.1% | $932+32.7% | $2,631-53.0% |
| Participant deferral / active EE | $1,540 | $1,199+28.5% | $1,826-15.7% | $4,212-63.4% |
| Admin fee / account holder | $2,788 | $1,993+39.9% | $2,491+11.9% | $7,344-62.0% |