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 | $87,931 | $31,310+180.8% | $53,898+63.1% | $74,304+18.3% |
| Participation rate | 19.1% | 30.7%-11.6pp | 55.0%-35.9pp | 60.3%-41.2pp |
| Annual return | 14.76% | 23.16%-8.4pp | 528.60%-513.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $161 | $450-64.1% | $932-82.7% | $2,241-92.8% |
| Participant deferral / active EE | $1,473 | $934+57.7% | $1,826-19.3% | $3,767-60.9% |
| Admin fee / account holder | $15,878 | $2,175+629.9% | $2,491+537.5% | $2,969+434.8% |