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 | $22,929 | $30,732-25.4% | $59,496-61.5% | $59,632-61.5% |
| Participation rate | 23.5% | 43.2%-19.7pp | 54.6%-31.0pp | 68.7%-45.1pp |
| Annual return | 0.19% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $83 | $631-86.9% | $1,153-92.8% | $2,203-96.3% |
| Participant deferral / active EE | $1,302 | $1,183+10.1% | $1,829-28.8% | $3,192-59.2% |
| Admin fee / account holder | $3,695 | $2,136+73.0% | $2,232+65.5% | $4,297-14.0% |