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 | $23,544 | $30,400-22.6% | $53,898-56.3% | $84,808-72.2% |
| Participation rate | 27.6% | 46.4%-18.9pp | 55.0%-27.4pp | 68.3%-40.7pp |
| Annual return | 19.59% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $510 | $603-15.3% | $932-45.2% | $2,631-80.6% |
| Participant deferral / active EE | $825 | $1,199-31.1% | $1,826-54.8% | $4,212-80.4% |
| Admin fee / account holder | $6,625 | $1,993+232.4% | $2,491+166.0% | $7,344-9.8% |