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 | $30,251 | $110,502-72.6% | $80,716-62.5% | $167,490-81.9% |
| Participation rate | 46.2% | 64.0%-17.8pp | 54.2%-8.0pp | 82.1%-36.0pp |
| Annual return | 13.24% | 120.54%-107.3pp | 87.28%-74.0pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $463 | $2,871-83.9% | $2,146-78.4% | $6,341-92.7% |
| Admin fee / account holder | $25,563 | $4,545+462.5% | $3,380+656.3% | $12,309+107.7% |