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 9-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 | $14,937 | $27,839-46.3% | $58,482-74.5% | $71,457-79.1% |
| Participation rate | 16.7% | 34.5%-17.9pp | 50.9%-34.2pp | 67.9%-51.3pp |
| Annual return | 18.25% | 26.81%-8.6pp | 4239.32%-4221.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $175 | $631-72.2% | $1,053-83.4% | $2,588-93.2% |
| Participant deferral / active EE | $599 | $1,206-50.4% | $1,924-68.9% | $4,289-86.0% |
| Admin fee / account holder | $5,235 | $1,641+219.0% | $2,516+108.1% | $1,587+229.8% |