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 | $28,657 | $29,660-3.4% | $56,411-49.2% | $80,856-64.6% |
| Participation rate | 44.4% | 41.6%+2.8pp | 52.5%-8.0pp | 67.6%-23.2pp |
| Annual return | 14.84% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $114 | $669-82.9% | $1,039-89.0% | $2,755-95.8% |
| Participant deferral / active EE | $662 | $1,226-46.0% | $1,952-66.1% | $4,296-84.6% |
| Admin fee / account holder | $911 | $2,428-62.5% | $2,829-67.8% | $6,918-86.8% |