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 | $230,783 | $108,642+112.4% | $74,701+208.9% | $152,861+51.0% |
| Participation rate | 4.2% | 65.3%-61.2pp | 54.5%-50.3pp | 82.4%-78.3pp |
| Annual return | 15.79% | 114.06%-98.3pp | 752.92%-737.1pp | 345.32%-329.5pp |
| Employer contribution / active EE | $134 | $1,503-91.1% | $1,084-87.6% | $4,762-97.2% |
| Participant deferral / active EE | $839 | $2,712-69.1% | $1,964-57.3% | $5,850-85.7% |
| Admin fee / account holder | $34,113 | $4,902+595.8% | $3,333+923.5% | $11,596+194.2% |