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 | $31,310+22.2% | $53,898-29.0% | $74,304-48.5% |
| Participation rate | 8.8% | 30.7%-21.8pp | 55.0%-46.1pp | 60.3%-51.5pp |
| Annual return | 18.22% | 23.16%-4.9pp | 528.60%-510.4pp | 29.43%-11.2pp |
| Employer contribution / active EE | $165 | $450-63.3% | $932-82.3% | $2,241-92.6% |
| Participant deferral / active EE | $621 | $934-33.6% | $1,826-66.0% | $3,767-83.5% |
| Admin fee / account holder | $5,040 | $2,175+131.7% | $2,491+102.3% | $2,969+69.8% |