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 | $108,819 | $39,019+178.9% | $80,716+34.8% | $85,850+26.8% |
| Participation rate | 1.5% | 41.5%-40.0pp | 54.2%-52.7pp | 69.3%-67.8pp |
| Annual return | 16.67% | 26.27%-9.6pp | 87.28%-70.6pp | 318.53%-301.9pp |
| Employer contribution / active EE | $265 | $722-63.3% | $1,160-77.2% | $2,565-89.7% |
| Participant deferral / active EE | $537 | $1,326-59.5% | $2,146-75.0% | $3,952-86.4% |
| Admin fee / account holder | $4,181 | $2,431+72.0% | $3,380+23.7% | $6,260-33.2% |