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 | $43,471 | $34,934+24.4% | $56,411-22.9% | $74,495-41.6% |
| Participation rate | 33.8% | 32.8%+0.9pp | 52.5%-18.7pp | 67.2%-33.4pp |
| Annual return | 13.99% | 25.94%-11.9pp | 1701.33%-1687.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $234 | $609-61.6% | $1,039-77.5% | $2,623-91.1% |
| Participant deferral / active EE | $1,295 | $1,170+10.6% | $1,952-33.7% | $4,346-70.2% |
| Admin fee / account holder | $3,322 | $2,364+40.5% | $2,829+17.4% | $1,942+71.1% |