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 | $88,573 | $34,308+158.2% | $74,701+18.6% | $72,985+21.4% |
| Participation rate | 14.5% | 42.4%-27.9pp | 54.5%-40.0pp | 69.5%-55.0pp |
| Annual return | 24.73% | 26.58%-1.9pp | 752.92%-728.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $318 | $692-54.1% | $1,084-70.7% | $2,440-87.0% |
| Participant deferral / active EE | $516 | $1,271-59.4% | $1,964-73.7% | $3,607-85.7% |
| Admin fee / account holder | $12,513 | $2,124+489.1% | $3,333+275.4% | $5,124+144.2% |