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 | $106,059 | $30,588+246.7% | $53,898+96.8% | $85,563+24.0% |
| Participation rate | 24.9% | 26.3%-1.5pp | 55.0%-30.1pp | 66.0%-41.1pp |
| Annual return | 17.01% | 50.42%-33.4pp | 528.60%-511.6pp | 31.51%-14.5pp |
| Employer contribution / active EE | $60 | $436-86.3% | $932-93.6% | $2,654-97.7% |
| Participant deferral / active EE | $1,809 | $848+113.3% | $1,826-1.0% | $4,375-58.7% |
| Admin fee / account holder | $3,401 | $1,879+81.0% | $2,491+36.5% | $834+307.7% |