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 | $67,584 | $31,679+113.3% | $74,701-9.5% | $65,185+3.7% |
| Participation rate | 34.7% | 40.4%-5.7pp | 54.5%-19.8pp | 70.2%-35.5pp |
| Annual return | 20.34% | 39.04%-18.7pp | 752.92%-732.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $436 | $566-22.9% | $1,084-59.7% | $2,177-80.0% |
| Participant deferral / active EE | $940 | $1,191-21.1% | $1,964-52.1% | $3,514-73.3% |
| Admin fee / account holder | $6,437 | $379+1599.3% | $3,333+93.1% | $847+660.0% |