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 | $42,882 | $27,839+54.0% | $58,482-26.7% | $71,457-40.0% |
| Participation rate | 34.0% | 34.5%-0.6pp | 50.9%-16.9pp | 67.9%-33.9pp |
| Annual return | 18.19% | 26.81%-8.6pp | 4239.32%-4221.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $995 | $631+57.7% | $1,053-5.5% | $2,588-61.6% |
| Participant deferral / active EE | $1,911 | $1,206+58.4% | $1,924-0.7% | $4,289-55.4% |
| Admin fee / account holder | $3,861 | $1,641+135.3% | $2,516+53.5% | $1,587+143.2% |