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 | $20,679 | $29,660-30.3% | $56,411-63.3% | $80,856-74.4% |
| Participation rate | 34.5% | 41.6%-7.1pp | 52.5%-17.9pp | 67.6%-33.1pp |
| Annual return | 10.82% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $503 | $669-24.8% | $1,039-51.5% | $2,755-81.7% |
| Participant deferral / active EE | $834 | $1,226-32.0% | $1,952-57.3% | $4,296-80.6% |
| Admin fee / account holder | $82,317 | $2,428+3291.0% | $2,829+2810.0% | $6,918+1089.9% |