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 | $36,577 | $29,660+23.3% | $56,411-35.2% | $80,856-54.8% |
| Participation rate | 15.5% | 41.6%-26.2pp | 52.5%-37.0pp | 67.6%-52.2pp |
| Annual return | 12.08% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $935 | $669+39.7% | $1,039-9.9% | $2,755-66.0% |
| Participant deferral / active EE | $1,250 | $1,226+2.0% | $1,952-35.9% | $4,296-70.9% |
| Admin fee / account holder | $8,220 | $2,428+238.6% | $2,829+190.6% | $6,918+18.8% |