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 | $54,646 | $76,738-28.8% | $56,411-3.1% | $145,922-62.6% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 9.40% | 2994.23%-2984.8pp | 1701.33%-1691.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $47 | $1,380-96.6% | $1,039-95.4% | $4,660-99.0% |
| Participant deferral / active EE | $1,643 | $2,623-37.4% | $1,952-15.8% | $6,688-75.4% |
| Admin fee / account holder | $41,025 | $3,334+1130.6% | $2,829+1350.3% | $13,397+206.2% |