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 | $56,437 | $30,400+85.6% | $53,898+4.7% | $84,808-33.5% |
| Participation rate | 23.9% | 46.4%-22.5pp | 55.0%-31.0pp | 68.3%-44.4pp |
| Annual return | 17.19% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $726 | $603+20.4% | $932-22.1% | $2,631-72.4% |
| Participant deferral / active EE | $2,300 | $1,199+91.9% | $1,826+25.9% | $4,212-45.4% |
| Admin fee / account holder | $3,831 | $1,993+92.2% | $2,491+53.8% | $7,344-47.8% |