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 3-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 | $14,592 | $34,934-58.2% | $56,411-74.1% | $74,495-80.4% |
| Participation rate | 11.5% | 32.8%-21.3pp | 52.5%-41.0pp | 67.2%-55.7pp |
| Annual return | 11.94% | 25.94%-14.0pp | 1701.33%-1689.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $469 | $609-23.0% | $1,039-54.9% | $2,623-82.1% |
| Participant deferral / active EE | $730 | $1,170-37.6% | $1,952-62.6% | $4,346-83.2% |
| Admin fee / account holder | $7,383 | $2,364+212.3% | $2,829+161.0% | $1,942+280.2% |