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 5-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 | $51,765 | $29,319+76.6% | $52,425-1.3% | $82,448-37.2% |
| Participation rate | 6.2% | 46.9%-40.7pp | 55.6%-49.4pp | 68.1%-61.9pp |
| Annual return | 30.00% | 535.20%-505.2pp | 302.12%-272.1pp | 41.64%-11.6pp |
| Employer contribution / active EE | $140 | $586-76.1% | $914-84.7% | $2,551-94.5% |
| Participant deferral / active EE | $724 | $1,171-38.2% | $1,790-59.6% | $4,139-82.5% |
| Admin fee / account holder | $5,149 | $1,962+162.4% | $2,495+106.4% | $7,234-28.8% |