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 | $16,720 | $107,015-84.4% | $73,545-77.3% | $147,584-88.7% |
| Participation rate | 8.3% | 66.4%-58.0pp | 54.9%-46.6pp | 82.8%-74.5pp |
| Annual return | 12.18% | 38.25%-26.1pp | -15.16%+27.3pp | 578.55%-566.4pp |
| Employer contribution / active EE | $85 | $1,760-95.1% | $1,219-93.0% | $4,876-98.2% |
| Participant deferral / active EE | $174 | $2,462-92.9% | $1,806-90.4% | $5,439-96.8% |
| Admin fee / account holder | $8,560 | $3,055+180.2% | $2,320+269.0% | $10,885-21.4% |