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 | $43,575 | $27,839+56.5% | $58,482-25.5% | $71,457-39.0% |
| Participation rate | 18.1% | 34.5%-16.5pp | 50.9%-32.8pp | 67.9%-49.8pp |
| Annual return | 14.93% | 26.81%-11.9pp | 4239.32%-4224.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $173 | $631-72.6% | $1,053-83.6% | $2,588-93.3% |
| Participant deferral / active EE | $1,343 | $1,206+11.4% | $1,924-30.2% | $4,289-68.7% |
| Admin fee / account holder | $4,869 | $1,641+196.8% | $2,516+93.5% | $1,587+206.7% |