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 | $32,296 | $27,915+15.7% | $58,482-44.8% | $75,163-57.0% |
| Participation rate | 20.8% | 38.8%-18.0pp | 50.9%-30.0pp | 67.2%-46.4pp |
| Annual return | 15.38% | 44.20%-28.8pp | 4239.32%-4223.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $184 | $669-72.5% | $1,053-82.5% | $2,670-93.1% |
| Participant deferral / active EE | $716 | $1,201-40.4% | $1,924-62.8% | $4,125-82.6% |
| Admin fee / account holder | $6,118 | $1,726+254.5% | $2,516+143.1% | $5,651+8.3% |