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 | $53,025 | $48,046+10.4% | $84,611-37.3% | $72,985-27.3% |
| Participation rate | 24.0% | 57.6%-33.6pp | 68.2%-44.2pp | 69.5%-45.5pp |
| Annual return | 24.00% | 37.38%-13.4pp | 258.74%-234.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $675 | $1,602-57.9% | $2,652-74.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,252 | $2,680-53.3% | $3,899-67.9% | $3,607-65.3% |
| Admin fee / account holder | $9,718 | $3,395+186.3% | $4,912+97.8% | $5,124+89.6% |