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 | $28,432 | $51,576-44.9% | $129,207-78.0% | $80,856-64.8% |
| Participation rate | 23.7% | 57.0%-33.3pp | 69.6%-45.9pp | 67.6%-44.0pp |
| Annual return | 14.55% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $905 | $2,669-66.1% | $4,168-78.3% | $4,296-78.9% |
| Admin fee / account holder | $13,277 | $4,305+208.4% | $7,715+72.1% | $6,918+91.9% |