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 | $74,492 | $54,517+36.6% | $75,972-1.9% | $74,4950% |
| Participation rate | 28.5% | 60.3%-31.8pp | 69.1%-40.6pp | 67.2%-38.7pp |
| Annual return | 10.87% | 31.82%-21.0pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $657 | $1,777-63.0% | $2,685-75.5% | $2,623-75.0% |
| Participant deferral / active EE | $1,531 | $3,066-50.1% | $4,255-64.0% | $4,346-64.8% |
| Admin fee / account holder | $10,635 | $2,229+377.2% | $6,467+64.5% | $1,942+447.7% |