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 9-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 | $42,280 | $31,679+33.5% | $74,701-43.4% | $65,185-35.1% |
| Participation rate | 11.8% | 40.4%-28.6pp | 54.5%-42.7pp | 70.2%-58.4pp |
| Annual return | 24.70% | 39.04%-14.3pp | 752.92%-728.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $241 | $566-57.4% | $1,084-77.7% | $2,177-88.9% |
| Participant deferral / active EE | $440 | $1,191-63.1% | $1,964-77.6% | $3,514-87.5% |
| Admin fee / account holder | $2,861 | $379+655.3% | $3,333-14.1% | $847+237.8% |