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 | $66,384 | $70,606-6.0% | $53,898+23.2% | $142,382-53.4% |
| Participation rate | 26.7% | 63.7%-37.0pp | 55.0%-28.3pp | 80.1%-53.5pp |
| Annual return | 12.67% | 619.81%-607.1pp | 528.60%-515.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $412 | $1,202-65.7% | $932-55.8% | $4,299-90.4% |
| Participant deferral / active EE | $567 | $2,364-76.0% | $1,826-69.0% | $6,507-91.3% |
| Admin fee / account holder | $618 | $2,852-78.3% | $2,491-75.2% | $12,624-95.1% |