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 | $40,433 | $27,839+45.2% | $58,482-30.9% | $71,457-43.4% |
| Participation rate | 30.3% | 34.5%-4.3pp | 50.9%-20.6pp | 67.9%-37.7pp |
| Annual return | 18.88% | 26.81%-7.9pp | 4239.32%-4220.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $472 | $631-25.1% | $1,053-55.2% | $2,588-81.7% |
| Participant deferral / active EE | $1,195 | $1,206-1.0% | $1,924-37.9% | $4,289-72.1% |
| Admin fee / account holder | $1,922 | $1,641+17.1% | $2,516-23.6% | $1,587+21.1% |