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 | $28,631 | $27,839+2.8% | $58,482-51.0% | $71,457-59.9% |
| Participation rate | 18.8% | 34.5%-15.8pp | 50.9%-32.1pp | 67.9%-49.2pp |
| Annual return | 14.36% | 26.81%-12.4pp | 4239.32%-4225.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $125 | $631-80.2% | $1,053-88.1% | $2,588-95.2% |
| Participant deferral / active EE | $648 | $1,206-46.3% | $1,924-66.3% | $4,289-84.9% |
| Admin fee / account holder | $5,939 | $1,641+262.0% | $2,516+136.1% | $1,587+274.2% |