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 | $39,198 | $27,915+40.4% | $58,482-33.0% | $75,163-47.9% |
| Participation rate | 20.4% | 38.8%-18.5pp | 50.9%-30.5pp | 67.2%-46.8pp |
| Annual return | 15.88% | 44.20%-28.3pp | 4239.32%-4223.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $608 | $669-9.1% | $1,053-42.2% | $2,670-77.2% |
| Participant deferral / active EE | $990 | $1,201-17.6% | $1,924-48.5% | $4,125-76.0% |
| Admin fee / account holder | $2,525 | $1,726+46.3% | $2,516+0.3% | $5,651-55.3% |