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 | $15,679 | $27,915-43.8% | $58,482-73.2% | $75,163-79.1% |
| Participation rate | 30.8% | 38.8%-8.1pp | 50.9%-20.1pp | 67.2%-36.4pp |
| Annual return | 16.41% | 44.20%-27.8pp | 4239.32%-4222.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $453 | $669-32.3% | $1,053-57.0% | $2,670-83.0% |
| Participant deferral / active EE | $631 | $1,201-47.5% | $1,924-67.2% | $4,125-84.7% |
| Admin fee / account holder | $432 | $1,726-75.0% | $2,516-82.8% | $5,651-92.4% |