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 | $11,119 | $29,660-62.5% | $56,411-80.3% | $80,856-86.2% |
| Participation rate | 10.6% | 41.6%-31.0pp | 52.5%-41.9pp | 67.6%-57.0pp |
| Annual return | 17.27% | 35.23%-18.0pp | 1701.33%-1684.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $106 | $669-84.1% | $1,039-89.8% | $2,755-96.1% |
| Participant deferral / active EE | $410 | $1,226-66.6% | $1,952-79.0% | $4,296-90.5% |
| Admin fee / account holder | $1,203 | $2,428-50.4% | $2,829-57.5% | $6,918-82.6% |