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 | $66,826 | $34,308+94.8% | $74,701-10.5% | $72,985-8.4% |
| Participation rate | 42.2% | 42.4%-0.2pp | 54.5%-12.2pp | 69.5%-27.3pp |
| Annual return | 19.13% | 26.58%-7.5pp | 752.92%-733.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $305 | $692-56.0% | $1,084-71.9% | $2,440-87.5% |
| Participant deferral / active EE | $715 | $1,271-43.7% | $1,964-63.6% | $3,607-80.2% |
| Admin fee / account holder | $6,389 | $2,124+200.8% | $3,333+91.7% | $5,124+24.7% |