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 | $21,618 | $30,732-29.7% | $59,496-63.7% | $59,632-63.7% |
| Participation rate | 19.4% | 43.2%-23.8pp | 54.6%-35.2pp | 68.7%-49.3pp |
| Annual return | 4.83% | 4.47%+0.4pp | 182.05%-177.2pp | 2041.28%-2036.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $723 | $1,183-38.8% | $1,829-60.5% | $3,192-77.3% |
| Admin fee / account holder | $1,380 | $2,136-35.4% | $2,232-38.2% | $4,297-67.9% |