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 4-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 | $45,146 | $30,588+47.6% | $53,898-16.2% | $85,563-47.2% |
| Participation rate | 5.0% | 26.3%-21.4pp | 55.0%-50.0pp | 66.0%-61.0pp |
| Annual return | 18.06% | 50.42%-32.4pp | 528.60%-510.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $115 | $436-73.7% | $932-87.7% | $2,654-95.7% |
| Participant deferral / active EE | $532 | $848-37.3% | $1,826-70.9% | $4,375-87.8% |
| Admin fee / account holder | $1,033 | $1,879-45.0% | $2,491-58.5% | $834+23.9% |