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 8-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 | $19,614 | $27,839-29.5% | $58,482-66.5% | $71,457-72.6% |
| Participation rate | 9.3% | 34.5%-25.2pp | 50.9%-41.5pp | 67.9%-58.6pp |
| Annual return | 17.50% | 26.81%-9.3pp | 4239.32%-4221.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $113 | $631-82.1% | $1,053-89.3% | $2,588-95.6% |
| Participant deferral / active EE | $409 | $1,206-66.1% | $1,924-78.8% | $4,289-90.5% |
| Admin fee / account holder | $6,124 | $1,641+273.2% | $2,516+143.4% | $1,587+285.8% |