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 | $54,723 | $34,308+59.5% | $74,701-26.7% | $72,985-25.0% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.8pp | 69.5%-54.9pp |
| Annual return | 24.66% | 26.58%-1.9pp | 752.92%-728.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $317 | $692-54.2% | $1,084-70.8% | $2,440-87.0% |
| Participant deferral / active EE | $741 | $1,271-41.7% | $1,964-62.3% | $3,607-79.5% |
| Admin fee / account holder | $1,018 | $2,124-52.1% | $3,333-69.5% | $5,124-80.1% |