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 | $85,366 | $29,660+187.8% | $56,411+51.3% | $80,856+5.6% |
| Participation rate | 67.2% | 41.6%+25.5pp | 52.5%+14.7pp | 67.6%-0.5pp |
| Annual return | 15.15% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $475 | $669-29.0% | $1,039-54.3% | $2,755-82.8% |
| Participant deferral / active EE | $1,424 | $1,226+16.1% | $1,952-27.1% | $4,296-66.9% |
| Admin fee / account holder | $8,355 | $2,428+244.2% | $2,829+195.4% | $6,918+20.8% |