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 10-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 | $95,800 | $59,417+61.2% | $93,606+2.3% | $74,495+28.6% |
| Participation rate | 21.0% | 59.7%-38.7pp | 68.7%-47.8pp | 67.2%-46.2pp |
| Annual return | 18.79% | 81.83%-63.0pp | 133.20%-114.4pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,845 | $3,050-39.5% | $4,411-58.2% | $4,346-57.5% |
| Admin fee / account holder | $12,599 | $3,021+317.0% | $8,285+52.1% | $1,942+548.9% |