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 | $24,096 | $30,400-20.7% | $53,898-55.3% | $84,808-71.6% |
| Participation rate | 13.3% | 46.4%-33.1pp | 55.0%-41.6pp | 68.3%-55.0pp |
| Annual return | 20.13% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $387 | $603-35.8% | $932-58.5% | $2,631-85.3% |
| Participant deferral / active EE | $848 | $1,199-29.3% | $1,826-53.6% | $4,212-79.9% |
| Admin fee / account holder | $7,371 | $1,993+269.8% | $2,491+195.9% | $7,344+0.4% |