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 | $34,894 | $34,308+1.7% | $74,701-53.3% | $72,985-52.2% |
| Participation rate | 44.0% | 42.4%+1.6pp | 54.5%-10.5pp | 69.5%-25.5pp |
| Annual return | 24.45% | 26.58%-2.1pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $994 | $692+43.7% | $1,084-8.3% | $2,440-59.3% |
| Participant deferral / active EE | $3,386 | $1,271+166.4% | $1,964+72.5% | $3,607-6.1% |
| Admin fee / account holder | $601 | $2,124-71.7% | $3,333-82.0% | $5,124-88.3% |