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 | $76,435 | $27,839+174.6% | $58,482+30.7% | $71,457+7.0% |
| Participation rate | 15.2% | 34.5%-19.4pp | 50.9%-35.7pp | 67.9%-52.7pp |
| Annual return | 19.57% | 26.81%-7.2pp | 4239.32%-4219.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $629 | $1,206-47.8% | $1,924-67.3% | $4,289-85.3% |
| Admin fee / account holder | $2,568 | $1,641+56.5% | $2,516+2.1% | $1,587+61.8% |