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 | $31,622 | $30,588+3.4% | $53,898-41.3% | $85,563-63.0% |
| Participation rate | 18.8% | 26.3%-7.6pp | 55.0%-36.2pp | 66.0%-47.2pp |
| Annual return | 15.72% | 50.42%-34.7pp | 528.60%-512.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $506 | $436+16.2% | $932-45.7% | $2,654-80.9% |
| Participant deferral / active EE | $614 | $848-27.6% | $1,826-66.4% | $4,375-86.0% |
| Admin fee / account holder | $1,111 | $1,879-40.9% | $2,491-55.4% | $834+33.2% |