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 9-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 | $20,579 | $26,114-21.2% | $58,482-64.8% | $74,419-72.3% |
| Participation rate | 17.2% | 32.1%-14.9pp | 50.9%-33.6pp | 70.7%-53.5pp |
| Annual return | 18.34% | 32.51%-14.2pp | 4239.32%-4221.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $321 | $536-40.1% | $1,053-69.5% | $2,637-87.8% |
| Participant deferral / active EE | $569 | $1,075-47.1% | $1,924-70.4% | $4,528-87.4% |
| Admin fee / account holder | $974 | $649+50.0% | $2,516-61.3% | $348+179.9% |