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 | $39,402 | $37,426+5.3% | $77,482-49.1% | $79,858-50.7% |
| Participation rate | 37.5% | 41.5%-4.0pp | 54.2%-16.7pp | 69.6%-32.1pp |
| Annual return | 19.25% | 39.70%-20.5pp | 54.79%-35.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $160 | $637-74.8% | $986-83.8% | $2,471-93.5% |
| Participant deferral / active EE | $1,606 | $1,260+27.5% | $1,861-13.7% | $3,740-57.1% |
| Admin fee / account holder | $1,410 | $2,504-43.7% | $2,858-50.7% | $5,306-73.4% |