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 | $70,871 | $34,308+106.6% | $74,701-5.1% | $72,985-2.9% |
| Participation rate | 41.2% | 42.4%-1.2pp | 54.5%-13.3pp | 69.5%-28.3pp |
| Annual return | 22.61% | 26.58%-4.0pp | 752.92%-730.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $975 | $692+40.9% | $1,084-10.1% | $2,440-60.1% |
| Participant deferral / active EE | $1,851 | $1,271+45.6% | $1,964-5.7% | $3,607-48.7% |
| Admin fee / account holder | $6,169 | $2,124+190.4% | $3,333+85.1% | $5,124+20.4% |