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 | $45,380 | $30,588+48.4% | $53,898-15.8% | $85,563-47.0% |
| Participation rate | 19.1% | 26.3%-7.3pp | 55.0%-35.9pp | 66.0%-46.9pp |
| Annual return | 30.38% | 50.42%-20.0pp | 528.60%-498.2pp | 31.51%-1.1pp |
| Employer contribution / active EE | $469 | $436+7.6% | $932-49.7% | $2,654-82.3% |
| Participant deferral / active EE | $973 | $848+14.8% | $1,826-46.7% | $4,375-77.8% |
| Admin fee / account holder | $1,708 | $1,879-9.1% | $2,491-31.4% | $834+104.7% |