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 | $113,260 | $58,726+92.9% | $92,233+22.8% | $62,292+81.8% |
| Participation rate | 13.9% | 68.3%-54.5pp | 76.5%-62.6pp | 69.5%-55.7pp |
| Annual return | 14.64% | 43.62%-29.0pp | 176.28%-161.6pp | 28.90%-14.3pp |
| Employer contribution / active EE | $973 | $2,392-59.3% | $3,679-73.6% | $2,042-52.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $799 | $556+43.6% | $5,194-84.6% | $479+66.7% |