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 | $32,667 | $27,915+17.0% | $58,482-44.1% | $75,163-56.5% |
| Participation rate | 27.1% | 38.8%-11.8pp | 50.9%-23.8pp | 67.2%-40.1pp |
| Annual return | 17.16% | 44.20%-27.0pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $131 | $669-80.4% | $1,053-87.5% | $2,670-95.1% |
| Participant deferral / active EE | $646 | $1,201-46.2% | $1,924-66.4% | $4,125-84.3% |
| Admin fee / account holder | $5,693 | $1,726+229.9% | $2,516+126.3% | $5,651+0.7% |