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 | $106,747 | $29,548+261.3% | $56,411+89.2% | $77,643+37.5% |
| Participation rate | 13.3% | 32.7%-19.4pp | 52.5%-39.2pp | 70.6%-57.3pp |
| Annual return | 11.27% | 19.01%-7.7pp | 1701.33%-1690.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $362 | $568-36.3% | $1,039-65.2% | $2,726-86.7% |
| Participant deferral / active EE | $715 | $1,061-32.6% | $1,952-63.4% | $4,647-84.6% |
| Admin fee / account holder | $13,167 | $1,046+1158.6% | $2,829+365.5% | $430+2959.2% |