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 | $57,924 | $29,660+95.3% | $56,411+2.7% | $80,856-28.4% |
| Participation rate | 52.2% | 41.6%+10.5pp | 52.5%-0.3pp | 67.6%-15.5pp |
| Annual return | 19.60% | 35.23%-15.6pp | 1701.33%-1681.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $742 | $669+10.9% | $1,039-28.5% | $2,755-73.1% |
| Participant deferral / active EE | $1,504 | $1,226+22.6% | $1,952-23.0% | $4,296-65.0% |
| Admin fee / account holder | $442 | $2,428-81.8% | $2,829-84.4% | $6,918-93.6% |