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 | $45,832 | $29,660+54.5% | $56,411-18.8% | $80,856-43.3% |
| Participation rate | 30.0% | 41.6%-11.6pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 15.14% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $449 | $1,226-63.4% | $1,952-77.0% | $4,296-89.6% |
| Admin fee / account holder | $25,484 | $2,428+949.8% | $2,829+800.9% | $6,918+268.4% |