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 | $36,122 | $29,660+21.8% | $56,411-36.0% | $80,856-55.3% |
| Participation rate | 24.5% | 41.6%-17.2pp | 52.5%-28.0pp | 67.6%-43.1pp |
| Annual return | 12.34% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $464 | $669-30.7% | $1,039-55.3% | $2,755-83.2% |
| Participant deferral / active EE | $1,126 | $1,226-8.2% | $1,952-42.3% | $4,296-73.8% |
| Admin fee / account holder | $11,155 | $2,428+359.5% | $2,829+294.3% | $6,918+61.2% |