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 | $37,885 | $31,310+21.0% | $53,898-29.7% | $74,304-49.0% |
| Participation rate | 6.3% | 30.7%-24.4pp | 55.0%-48.7pp | 60.3%-54.1pp |
| Annual return | 16.46% | 23.16%-6.7pp | 528.60%-512.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $207 | $450-54.1% | $932-77.8% | $2,241-90.8% |
| Participant deferral / active EE | $299 | $934-68.0% | $1,826-83.7% | $3,767-92.1% |
| Admin fee / account holder | $4,160 | $2,175+91.2% | $2,491+67.0% | $2,969+40.1% |