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 | $74,279 | $37,426+98.5% | $77,482-4.1% | $79,858-7.0% |
| Participation rate | 7.8% | 41.5%-33.7pp | 54.2%-46.4pp | 69.6%-61.9pp |
| Annual return | 12.72% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $172 | $637-73.0% | $986-82.6% | $2,471-93.0% |
| Participant deferral / active EE | $797 | $1,260-36.8% | $1,861-57.2% | $3,740-78.7% |
| Admin fee / account holder | $588 | $2,504-76.5% | $2,858-79.4% | $5,306-88.9% |