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 | $53,193 | $34,308+55.0% | $74,701-28.8% | $72,985-27.1% |
| Participation rate | 47.2% | 42.4%+4.8pp | 54.5%-7.2pp | 69.5%-22.3pp |
| Annual return | 21.47% | 26.58%-5.1pp | 752.92%-731.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $910 | $692+31.6% | $1,084-16.0% | $2,440-62.7% |
| Participant deferral / active EE | $1,769 | $1,271+39.2% | $1,964-9.9% | $3,607-51.0% |
| Admin fee / account holder | $497 | $2,124-76.6% | $3,333-85.1% | $5,124-90.3% |