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 | $40,524 | $30,400+33.3% | $53,898-24.8% | $84,808-52.2% |
| Participation rate | 57.7% | 46.4%+11.2pp | 55.0%+2.7pp | 68.3%-10.6pp |
| Annual return | 20.60% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,958 | $1,199+230.2% | $1,826+116.7% | $4,212-6.0% |
| Admin fee / account holder | $375 | $1,993-81.2% | $2,491-85.0% | $7,344-94.9% |