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 5-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 | $69,946 | $45,566+53.5% | $64,105+9.1% | $59,632+17.3% |
| Participation rate | 29.5% | 60.2%-30.6pp | 68.2%-38.6pp | 68.7%-39.1pp |
| Annual return | -1.79% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,717 | $2,057-16.5% | $2,822-39.1% | $3,192-46.2% |
| Admin fee / account holder | $7,974 | $3,268+144.0% | $4,499+77.2% | $4,297+85.6% |