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 | $142,512 | $31,310+355.2% | $53,898+164.4% | $74,304+91.8% |
| Participation rate | 8.8% | 30.7%-21.8pp | 55.0%-46.1pp | 60.3%-51.5pp |
| Annual return | 17.72% | 23.16%-5.4pp | 528.60%-510.9pp | 29.43%-11.7pp |
| Employer contribution / active EE | $232 | $450-48.4% | $932-75.1% | $2,241-89.7% |
| Participant deferral / active EE | $482 | $934-48.4% | $1,826-73.6% | $3,767-87.2% |
| Admin fee / account holder | $1,487 | $2,175-31.6% | $2,491-40.3% | $2,969-49.9% |