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 | $62,944 | $34,308+83.5% | $74,701-15.7% | $72,985-13.8% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 26.41% | 26.58%-0.2pp | 752.92%-726.5pp | 81.00%-54.6pp |
| Employer contribution / active EE | $450 | $692-34.9% | $1,084-58.5% | $2,440-81.6% |
| Participant deferral / active EE | $609 | $1,271-52.1% | $1,964-69.0% | $3,607-83.1% |
| Admin fee / account holder | $24,533 | $2,124+1054.9% | $3,333+636.1% | $5,124+378.7% |