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 | $44,457 | $27,915+59.3% | $58,482-24.0% | $75,163-40.9% |
| Participation rate | 54.3% | 38.8%+15.5pp | 50.9%+3.4pp | 67.2%-12.9pp |
| Annual return | 15.15% | 44.20%-29.1pp | 4239.32%-4224.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $353 | $669-47.2% | $1,053-66.4% | $2,670-86.8% |
| Participant deferral / active EE | $1,646 | $1,201+37.1% | $1,924-14.4% | $4,125-60.1% |
| Admin fee / account holder | $749 | $1,726-56.6% | $2,516-70.2% | $5,651-86.7% |