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 | $51,212 | $29,051+76.3% | $52,425-2.3% | $67,986-24.7% |
| Participation rate | 27.0% | 30.4%-3.5pp | 55.6%-28.7pp | 57.2%-30.2pp |
| Annual return | 16.04% | 24.00%-8.0pp | 302.12%-286.1pp | 31.67%-15.6pp |
| Employer contribution / active EE | $129 | $412-68.6% | $914-85.9% | $2,019-93.6% |
| Participant deferral / active EE | $1,029 | $873+17.8% | $1,790-42.5% | $3,358-69.4% |
| Admin fee / account holder | $8,485 | $2,113+301.6% | $2,495+240.1% | $3,203+164.9% |