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 | $67,753 | $34,308+97.5% | $74,701-9.3% | $72,985-7.2% |
| Participation rate | 1.5% | 42.4%-40.9pp | 54.5%-52.9pp | 69.5%-68.0pp |
| Annual return | 25.88% | 26.58%-0.7pp | 752.92%-727.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $294 | $692-57.5% | $1,084-72.9% | $2,440-88.0% |
| Participant deferral / active EE | $502 | $1,271-60.5% | $1,964-74.4% | $3,607-86.1% |
| Admin fee / account holder | $6,559 | $2,124+208.8% | $3,333+96.8% | $5,124+28.0% |