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 | $71,554 | $34,308+108.6% | $74,701-4.2% | $72,985-2.0% |
| Participation rate | 12.8% | 42.4%-29.6pp | 54.5%-41.6pp | 69.5%-56.7pp |
| Annual return | 21.63% | 26.58%-4.9pp | 752.92%-731.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $291 | $692-57.9% | $1,084-73.1% | $2,440-88.1% |
| Participant deferral / active EE | $1,378 | $1,271+8.4% | $1,964-29.8% | $3,607-61.8% |
| Admin fee / account holder | $1,756 | $2,124-17.4% | $3,333-47.3% | $5,124-65.7% |