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 7-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 | $58,947 | $30,400+93.9% | $53,898+9.4% | $84,808-30.5% |
| Participation rate | 9.8% | 46.4%-36.6pp | 55.0%-45.2pp | 68.3%-58.5pp |
| Annual return | 16.21% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $355 | $603-41.1% | $932-61.9% | $2,631-86.5% |
| Participant deferral / active EE | $847 | $1,199-29.4% | $1,826-53.6% | $4,212-79.9% |
| Admin fee / account holder | $9,139 | $1,993+358.5% | $2,491+266.9% | $7,344+24.4% |