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 | $49,070 | $31,310+56.7% | $53,898-9.0% | $74,304-34.0% |
| Participation rate | 18.3% | 30.7%-12.4pp | 55.0%-36.7pp | 60.3%-42.1pp |
| Annual return | 14.24% | 23.16%-8.9pp | 528.60%-514.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $624 | $934-33.2% | $1,826-65.8% | $3,767-83.4% |
| Admin fee / account holder | $4,316 | $2,175+98.4% | $2,491+73.3% | $2,969+45.4% |