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 | $80,654 | $54,701+47.4% | $86,188-6.4% | $71,457+12.9% |
| Participation rate | 22.1% | 60.1%-38.0pp | 69.0%-46.9pp | 67.9%-45.8pp |
| Annual return | 14.22% | 20.06%-5.8pp | 1168.45%-1154.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $529 | $1,265-58.2% | $2,380-77.8% | $2,588-79.6% |
| Participant deferral / active EE | $1,779 | $3,108-42.8% | $3,985-55.4% | $4,289-58.5% |
| Admin fee / account holder | $6,300 | $1,922+227.9% | $6,852-8.0% | $1,587+296.9% |