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 7-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 | $27,082 | $29,548-8.3% | $56,411-52.0% | $77,643-65.1% |
| Participation rate | 9.2% | 32.7%-23.5pp | 52.5%-43.3pp | 70.6%-61.4pp |
| Annual return | 15.24% | 19.01%-3.8pp | 1701.33%-1686.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $205 | $568-63.8% | $1,039-80.2% | $2,726-92.5% |
| Participant deferral / active EE | $414 | $1,061-61.0% | $1,952-78.8% | $4,647-91.1% |
| Admin fee / account holder | $724 | $1,046-30.8% | $2,829-74.4% | $430+68.2% |