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 | $75,815 | $34,308+121.0% | $74,701+1.5% | $72,985+3.9% |
| Participation rate | 40.7% | 42.4%-1.7pp | 54.5%-13.8pp | 69.5%-28.8pp |
| Annual return | 25.23% | 26.58%-1.4pp | 752.92%-727.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $210 | $692-69.6% | $1,084-80.6% | $2,440-91.4% |
| Participant deferral / active EE | $1,238 | $1,271-2.6% | $1,964-36.9% | $3,607-65.7% |
| Admin fee / account holder | $15,744 | $2,124+641.2% | $3,333+372.4% | $5,124+207.2% |