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 | $77,005 | $39,019+97.4% | $80,716-4.6% | $85,850-10.3% |
| Participation rate | 41.2% | 41.5%-0.4pp | 54.2%-13.0pp | 69.3%-28.1pp |
| Annual return | 19.89% | 26.27%-6.4pp | 87.28%-67.4pp | 318.53%-298.6pp |
| Employer contribution / active EE | $514 | $722-28.9% | $1,160-55.7% | $2,565-80.0% |
| Participant deferral / active EE | $785 | $1,326-40.8% | $2,146-63.4% | $3,952-80.1% |
| Admin fee / account holder | $8,589 | $2,431+253.3% | $3,380+154.1% | $6,260+37.2% |