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 9-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 | $57,305 | $30,588+87.3% | $53,898+6.3% | $85,563-33.0% |
| Participation rate | 6.9% | 26.3%-19.4pp | 55.0%-48.0pp | 66.0%-59.1pp |
| Annual return | 20.39% | 50.42%-30.0pp | 528.60%-508.2pp | 31.51%-11.1pp |
| Employer contribution / active EE | $212 | $436-51.3% | $932-77.2% | $2,654-92.0% |
| Participant deferral / active EE | $513 | $848-39.5% | $1,826-71.9% | $4,375-88.3% |
| Admin fee / account holder | $6,563 | $1,879+249.3% | $2,491+163.5% | $834+686.8% |