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 | $90,300 | $27,915+223.5% | $58,482+54.4% | $75,163+20.1% |
| Participation rate | 9.1% | 38.8%-29.7pp | 50.9%-41.8pp | 67.2%-58.1pp |
| Annual return | 18.26% | 44.20%-25.9pp | 4239.32%-4221.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $208 | $669-68.9% | $1,053-80.3% | $2,670-92.2% |
| Participant deferral / active EE | $456 | $1,201-62.1% | $1,924-76.3% | $4,125-89.0% |
| Admin fee / account holder | $4,113 | $1,726+138.3% | $2,516+63.5% | $5,651-27.2% |