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 | $50,347 | $30,588+64.6% | $53,898-6.6% | $85,563-41.2% |
| Participation rate | 12.8% | 26.3%-13.6pp | 55.0%-42.2pp | 66.0%-53.2pp |
| Annual return | 15.63% | 50.42%-34.8pp | 528.60%-513.0pp | 31.51%-15.9pp |
| Employer contribution / active EE | $323 | $436-25.9% | $932-65.3% | $2,654-87.8% |
| Participant deferral / active EE | $561 | $848-33.8% | $1,826-69.3% | $4,375-87.2% |
| Admin fee / account holder | $2,062 | $1,879+9.7% | $2,491-17.2% | $834+147.2% |