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 5-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 | $16,095 | $30,588-47.4% | $53,898-70.1% | $85,563-81.2% |
| Participation rate | 11.6% | 26.3%-14.7pp | 55.0%-43.3pp | 66.0%-54.4pp |
| Annual return | 15.98% | 50.42%-34.4pp | 528.60%-512.6pp | 31.51%-15.5pp |
| Employer contribution / active EE | $174 | $436-60.0% | $932-81.3% | $2,654-93.4% |
| Participant deferral / active EE | $314 | $848-63.0% | $1,826-82.8% | $4,375-92.8% |
| Admin fee / account holder | $2,307 | $1,879+22.8% | $2,491-7.4% | $834+176.6% |