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 | $44,366 | $35,183+26.1% | $73,545-39.7% | $70,131-36.7% |
| Participation rate | 66.7% | 42.9%+23.7pp | 54.9%+11.7pp | 69.5%-2.9pp |
| Annual return | 17.14% | 26.90%-9.8pp | -15.16%+32.3pp | 73.14%-56.0pp |
| Employer contribution / active EE | $383 | $709-46.0% | $1,219-68.6% | $2,342-83.7% |
| Participant deferral / active EE | $1,611 | $1,220+32.1% | $1,806-10.8% | $3,332-51.6% |
| Admin fee / account holder | $1,676 | $2,302-27.2% | $2,320-27.7% | $4,645-63.9% |