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 | $38,266 | $29,051+31.7% | $52,425-27.0% | $67,986-43.7% |
| Participation rate | 8.8% | 30.4%-21.6pp | 55.6%-46.8pp | 57.2%-48.4pp |
| Annual return | 18.22% | 24.00%-5.8pp | 302.12%-283.9pp | 31.67%-13.4pp |
| Employer contribution / active EE | $165 | $412-60.0% | $914-82.0% | $2,019-91.8% |
| Participant deferral / active EE | $621 | $873-28.9% | $1,790-65.3% | $3,358-81.5% |
| Admin fee / account holder | $5,040 | $2,113+138.6% | $2,495+102.0% | $3,203+57.3% |