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 | $38,684 | $31,310+23.5% | $53,898-28.2% | $74,304-47.9% |
| Participation rate | 17.7% | 30.7%-13.0pp | 55.0%-37.3pp | 60.3%-42.7pp |
| Annual return | 18.97% | 23.16%-4.2pp | 528.60%-509.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $382 | $450-15.1% | $932-59.0% | $2,241-83.0% |
| Participant deferral / active EE | $958 | $934+2.6% | $1,826-47.5% | $3,767-74.6% |
| Admin fee / account holder | $1,715 | $2,175-21.1% | $2,491-31.1% | $2,969-42.2% |