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 | $74,738 | $27,915+167.7% | $58,482+27.8% | $75,163-0.6% |
| Participation rate | 8.5% | 38.8%-30.3pp | 50.9%-42.3pp | 67.2%-58.7pp |
| Annual return | 17.17% | 44.20%-27.0pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $494 | $1,201-58.9% | $1,924-74.3% | $4,125-88.0% |
| Admin fee / account holder | $2,710 | $1,726+57.0% | $2,516+7.7% | $5,651-52.0% |