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 | $51,356 | $29,660+73.2% | $56,411-9.0% | $80,856-36.5% |
| Participation rate | 14.1% | 41.6%-27.6pp | 52.5%-38.4pp | 67.6%-53.6pp |
| Annual return | 16.29% | 35.23%-18.9pp | 1701.33%-1685.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $232 | $669-65.4% | $1,039-77.7% | $2,755-91.6% |
| Participant deferral / active EE | $993 | $1,226-19.0% | $1,952-49.1% | $4,296-76.9% |
| Admin fee / account holder | $40,455 | $2,428+1566.5% | $2,829+1330.1% | $6,918+484.8% |