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 4-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 | $44,760 | $31,310+43.0% | $53,898-17.0% | $74,304-39.8% |
| Participation rate | 1.8% | 30.7%-28.9pp | 55.0%-53.2pp | 60.3%-58.5pp |
| Annual return | 22.54% | 23.16%-0.6pp | 528.60%-506.1pp | 29.43%-6.9pp |
| Employer contribution / active EE | $91 | $450-79.8% | $932-90.2% | $2,241-95.9% |
| Participant deferral / active EE | $218 | $934-76.7% | $1,826-88.1% | $3,767-94.2% |
| Admin fee / account holder | $646 | $2,175-70.3% | $2,491-74.1% | $2,969-78.3% |