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 | $27,495 | $30,400-9.6% | $53,898-49.0% | $84,808-67.6% |
| Participation rate | 30.8% | 46.4%-15.7pp | 55.0%-24.2pp | 68.3%-37.5pp |
| Annual return | 15.71% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $148 | $603-75.4% | $932-84.1% | $2,631-94.4% |
| Participant deferral / active EE | $765 | $1,199-36.1% | $1,826-58.1% | $4,212-81.8% |
| Admin fee / account holder | $3,012 | $1,993+51.1% | $2,491+20.9% | $7,344-59.0% |