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 | $25,517 | $27,915-8.6% | $58,482-56.4% | $75,163-66.1% |
| Participation rate | 30.3% | 38.8%-8.5pp | 50.9%-20.6pp | 67.2%-36.9pp |
| Annual return | 15.28% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $564 | $1,201-53.1% | $1,924-70.7% | $4,125-86.3% |
| Admin fee / account holder | $7,738 | $1,726+348.4% | $2,516+207.5% | $5,651+36.9% |