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 | $37,443 | $29,660+26.2% | $56,411-33.6% | $80,856-53.7% |
| Participation rate | 40.2% | 41.6%-1.4pp | 52.5%-12.3pp | 67.6%-27.4pp |
| Annual return | 13.56% | 35.23%-21.7pp | 1701.33%-1687.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $870 | $669+30.0% | $1,039-16.2% | $2,755-68.4% |
| Participant deferral / active EE | $1,617 | $1,226+31.9% | $1,952-17.2% | $4,296-62.4% |
| Admin fee / account holder | $1,243 | $2,428-48.8% | $2,829-56.1% | $6,918-82.0% |