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 | $61,213 | $34,934+75.2% | $56,411+8.5% | $74,495-17.8% |
| Participation rate | 20.0% | 32.8%-12.8pp | 52.5%-32.5pp | 67.2%-47.2pp |
| Annual return | 12.86% | 25.94%-13.1pp | 1701.33%-1688.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $446 | $609-26.8% | $1,039-57.1% | $2,623-83.0% |
| Participant deferral / active EE | $934 | $1,170-20.2% | $1,952-52.1% | $4,346-78.5% |
| Admin fee / account holder | $1,320 | $2,364-44.1% | $2,829-53.3% | $1,942-32.0% |