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 9-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 | $62,158 | $52,450+18.5% | $129,295-51.9% | $74,546-16.6% |
| Participation rate | 16.3% | 53.8%-37.6pp | 69.6%-53.3pp | 67.2%-50.9pp |
| Annual return | 14.21% | 15.65%-1.4pp | 9429.28%-9415.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,157-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,133 | $2,797-59.5% | $4,169-72.8% | $4,347-73.9% |
| Admin fee / account holder | $6,735 | $2,636+155.5% | $7,665-12.1% | $1,944+246.5% |