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 | $79,644 | $55,415+43.7% | $155,509-48.8% | $74,495+6.9% |
| Participation rate | 31.4% | 61.9%-30.5pp | 78.2%-46.8pp | 67.2%-35.8pp |
| Annual return | 12.20% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $462 | $2,267-79.6% | $4,672-90.1% | $2,623-82.4% |
| Participant deferral / active EE | $876 | $2,836-69.1% | $5,626-84.4% | $4,346-79.8% |
| Admin fee / account holder | $5,153 | $1,738+196.5% | $15,912-67.6% | $1,942+165.4% |