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 | $24,786 | $27,915-11.2% | $58,482-57.6% | $75,163-67.0% |
| Participation rate | 28.2% | 38.8%-10.6pp | 50.9%-22.7pp | 67.2%-39.0pp |
| Annual return | 25.16% | 44.20%-19.0pp | 4239.32%-4214.2pp | 160.62%-135.5pp |
| Employer contribution / active EE | $527 | $669-21.3% | $1,053-50.0% | $2,670-80.3% |
| Participant deferral / active EE | $1,627 | $1,201+35.4% | $1,924-15.4% | $4,125-60.6% |
| Admin fee / account holder | $384 | $1,726-77.8% | $2,516-84.7% | $5,651-93.2% |