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 | $39,343 | $34,934+12.6% | $56,411-30.3% | $74,495-47.2% |
| Participation rate | 20.4% | 32.8%-12.4pp | 52.5%-32.0pp | 67.2%-46.8pp |
| Annual return | 13.74% | 25.94%-12.2pp | 1701.33%-1687.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $677 | $1,170-42.1% | $1,952-65.3% | $4,346-84.4% |
| Admin fee / account holder | $4,954 | $2,364+109.6% | $2,829+75.1% | $1,942+155.2% |