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 | $81,042 | $31,310+158.8% | $53,898+50.4% | $74,304+9.1% |
| Participation rate | 10.8% | 30.7%-19.9pp | 55.0%-44.2pp | 60.3%-49.6pp |
| Annual return | 15.66% | 23.16%-7.5pp | 528.60%-512.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $59 | $450-87.0% | $932-93.7% | $2,241-97.4% |
| Participant deferral / active EE | $535 | $934-42.8% | $1,826-70.7% | $3,767-85.8% |
| Admin fee / account holder | $5,840 | $2,175+168.5% | $2,491+134.5% | $2,969+96.7% |