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 | $88,097 | $70,606+24.8% | $53,898+63.5% | $142,382-38.1% |
| Participation rate | 13.6% | 63.7%-50.1pp | 55.0%-41.3pp | 80.1%-66.5pp |
| Annual return | 11.90% | 619.81%-607.9pp | 528.60%-516.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $656 | $2,364-72.2% | $1,826-64.1% | $6,507-89.9% |
| Admin fee / account holder | $9,255 | $2,852+224.6% | $2,491+271.6% | $12,624-26.7% |