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 | $96,783 | $110,502-12.4% | $80,716+19.9% | $167,490-42.2% |
| Participation rate | 4.3% | 64.0%-59.6pp | 54.2%-49.8pp | 82.1%-77.8pp |
| Annual return | 16.19% | 120.54%-104.4pp | 87.28%-71.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $868 | $1,543-43.7% | $1,160-25.2% | $4,837-82.1% |
| Participant deferral / active EE | $1,911 | $2,871-33.4% | $2,146-10.9% | $6,341-69.9% |
| Admin fee / account holder | $7,214 | $4,545+58.7% | $3,380+113.4% | $12,309-41.4% |