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 | $99,071 | $30,400+225.9% | $53,898+83.8% | $84,808+16.8% |
| Participation rate | 40.8% | 46.4%-5.6pp | 55.0%-14.1pp | 68.3%-27.5pp |
| Annual return | 16.46% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,219 | $1,199+168.6% | $1,826+76.3% | $4,212-23.6% |
| Admin fee / account holder | $8,182 | $1,993+310.5% | $2,491+228.5% | $7,344+11.4% |