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 | $75,885 | $29,548+156.8% | $56,411+34.5% | $77,643-2.3% |
| Participation rate | 20.2% | 32.7%-12.5pp | 52.5%-32.3pp | 70.6%-50.4pp |
| Annual return | 12.43% | 19.01%-6.6pp | 1701.33%-1688.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $376 | $568-33.8% | $1,039-63.8% | $2,726-86.2% |
| Participant deferral / active EE | $836 | $1,061-21.2% | $1,952-57.2% | $4,647-82.0% |
| Admin fee / account holder | $2,022 | $1,046+93.3% | $2,829-28.5% | $430+369.8% |