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 | $52,359 | $47,848+9.4% | $81,478-35.7% | $70,131-25.3% |
| Participation rate | 6.3% | 58.3%-52.0pp | 68.0%-61.7pp | 69.5%-63.3pp |
| Annual return | 239.98% | 27.25%+212.7pp | 38.78%+201.2pp | 73.14%+166.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $893 | $2,453-63.6% | $3,537-74.7% | $3,332-73.2% |
| Admin fee / account holder | $875 | $3,145-72.2% | $4,561-80.8% | $4,645-81.2% |