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 | $35,042 | $34,308+2.1% | $74,701-53.1% | $72,985-52.0% |
| Participation rate | 35.1% | 42.4%-7.3pp | 54.5%-19.3pp | 69.5%-34.4pp |
| Annual return | 23.52% | 26.58%-3.1pp | 752.92%-729.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $383 | $692-44.6% | $1,084-64.6% | $2,440-84.3% |
| Participant deferral / active EE | $998 | $1,271-21.5% | $1,964-49.2% | $3,607-72.3% |
| Admin fee / account holder | $373 | $2,124-82.4% | $3,333-88.8% | $5,124-92.7% |