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 5-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 | $62,442 | $67,823-7.9% | $52,425+19.1% | $137,256-54.5% |
| Participation rate | 7.7% | 63.9%-56.2pp | 55.6%-47.9pp | 80.0%-72.3pp |
| Annual return | 20.53% | 219.11%-198.6pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $206 | $1,163-82.3% | $914-77.4% | $4,156-95.0% |
| Participant deferral / active EE | $510 | $2,288-77.7% | $1,790-71.5% | $6,407-92.0% |
| Admin fee / account holder | $27,818 | $2,844+878.1% | $2,495+1015.0% | $12,270+126.7% |