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 5-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 | $15,479 | $29,548-47.6% | $56,411-72.6% | $77,643-80.1% |
| Participation rate | 9.3% | 32.7%-23.4pp | 52.5%-43.2pp | 70.6%-61.3pp |
| Annual return | 26.97% | 19.01%+8.0pp | 1701.33%-1674.4pp | 31.24%-4.3pp |
| Employer contribution / active EE | $267 | $568-53.0% | $1,039-74.3% | $2,726-90.2% |
| Participant deferral / active EE | $589 | $1,061-44.5% | $1,952-69.8% | $4,647-87.3% |
| Admin fee / account holder | $2,371 | $1,046+126.7% | $2,829-16.2% | $430+450.9% |