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 | $8,772 | $104,106-91.6% | $71,086-87.7% | $135,375-93.5% |
| Participation rate | 11.1% | 65.7%-54.5pp | 54.7%-43.5pp | 82.6%-71.5pp |
| Annual return | -4.12% | 1256.30%-1260.4pp | 650.59%-654.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $17 | $1,485-98.9% | $1,088-98.4% | $4,779-99.6% |
| Participant deferral / active EE | $68 | $2,527-97.3% | $1,874-96.4% | $5,609-98.8% |
| Admin fee / account holder | $364 | $4,142-91.2% | $3,082-88.2% | $10,827-96.6% |