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 | $40,014 | $29,660+34.9% | $56,411-29.1% | $80,856-50.5% |
| Participation rate | 25.0% | 41.6%-16.6pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 15.85% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $811 | $669+21.1% | $1,039-21.9% | $2,755-70.6% |
| Participant deferral / active EE | $2,059 | $1,226+68.0% | $1,952+5.5% | $4,296-52.1% |
| Admin fee / account holder | $1,491 | $2,428-38.6% | $2,829-47.3% | $6,918-78.4% |