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 3-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 | $12,778 | $29,548-56.8% | $56,411-77.3% | $77,643-83.5% |
| Participation rate | 8.5% | 32.7%-24.2pp | 52.5%-43.9pp | 70.6%-62.1pp |
| Annual return | 30.27% | 19.01%+11.3pp | 1701.33%-1671.1pp | 31.24%-1.0pp |
| Employer contribution / active EE | $100 | $568-82.4% | $1,039-90.4% | $2,726-96.3% |
| Participant deferral / active EE | $354 | $1,061-66.6% | $1,952-81.9% | $4,647-92.4% |
| Admin fee / account holder | $1,141 | $1,046+9.1% | $2,829-59.7% | $430+165.1% |