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 | $66,300 | $39,019+69.9% | $80,716-17.9% | $85,850-22.8% |
| Participation rate | 13.3% | 41.5%-28.2pp | 54.2%-40.8pp | 69.3%-56.0pp |
| Annual return | 15.81% | 26.27%-10.5pp | 87.28%-71.5pp | 318.53%-302.7pp |
| Employer contribution / active EE | $273 | $722-62.1% | $1,160-76.4% | $2,565-89.3% |
| Participant deferral / active EE | $652 | $1,326-50.8% | $2,146-69.6% | $3,952-83.5% |
| Admin fee / account holder | $2,873 | $2,431+18.2% | $3,380-15.0% | $6,260-54.1% |