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 | $49,822 | $31,310+59.1% | $53,898-7.6% | $74,304-32.9% |
| Participation rate | 10.8% | 30.7%-19.9pp | 55.0%-44.2pp | 60.3%-49.6pp |
| Annual return | 18.79% | 23.16%-4.4pp | 528.60%-509.8pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $460 | $934-50.8% | $1,826-74.8% | $3,767-87.8% |
| Admin fee / account holder | $3,006 | $2,175+38.2% | $2,491+20.7% | $2,969+1.3% |