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 | $23,683 | $32,037-26.1% | $69,182-65.8% | $62,891-62.3% |
| Participation rate | 32.3% | 43.4%-11.2pp | 55.1%-22.9pp | 69.3%-37.0pp |
| Annual return | 832.66% | 15.16%+817.5pp | -21.93%+854.6pp | 20.14%+812.5pp |
| Employer contribution / active EE | $413 | $679-39.2% | $1,206-65.8% | $2,281-81.9% |
| Participant deferral / active EE | $2,168 | $1,185+82.9% | $1,897+14.3% | $3,203-32.3% |
| Admin fee / account holder | $12,832 | $2,608+392.0% | $2,697+375.9% | $4,296+198.7% |