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 | $67,900 | $34,934+94.4% | $56,411+20.4% | $74,495-8.9% |
| Participation rate | 32.8% | 32.8%-0.1pp | 52.5%-19.7pp | 67.2%-34.4pp |
| Annual return | 12.11% | 25.94%-13.8pp | 1701.33%-1689.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $524 | $609-14.0% | $1,039-49.5% | $2,623-80.0% |
| Participant deferral / active EE | $1,019 | $1,170-13.0% | $1,952-47.8% | $4,346-76.6% |
| Admin fee / account holder | $16,236 | $2,364+586.9% | $2,829+474.0% | $1,942+736.2% |