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 | $36,725 | $34,934+5.1% | $56,411-34.9% | $74,495-50.7% |
| Participation rate | 27.3% | 32.8%-5.6pp | 52.5%-25.2pp | 67.2%-39.9pp |
| Annual return | 13.59% | 25.94%-12.3pp | 1701.33%-1687.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $893 | $609+46.7% | $1,039-14.0% | $2,623-65.9% |
| Participant deferral / active EE | $1,427 | $1,170+22.0% | $1,952-26.9% | $4,346-67.2% |
| Admin fee / account holder | $6,662 | $2,364+181.8% | $2,829+135.5% | $1,942+243.1% |