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 | $74,437 | $34,308+117.0% | $74,701-0.4% | $72,985+2.0% |
| Participation rate | 36.2% | 42.4%-6.2pp | 54.5%-18.3pp | 69.5%-33.3pp |
| Annual return | 20.29% | 26.58%-6.3pp | 752.92%-732.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,008 | $1,271+136.6% | $1,964+53.2% | $3,607-16.6% |
| Admin fee / account holder | $2,276 | $2,124+7.1% | $3,333-31.7% | $5,124-55.6% |