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 9-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 | $21,957 | $39,019-43.7% | $80,716-72.8% | $85,850-74.4% |
| Participation rate | 6.7% | 41.5%-34.9pp | 54.2%-47.5pp | 69.3%-62.6pp |
| Annual return | 15.05% | 26.27%-11.2pp | 87.28%-72.2pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $500 | $1,326-62.3% | $2,146-76.7% | $3,952-87.3% |
| Admin fee / account holder | $350 | $2,431-85.6% | $3,380-89.6% | $6,260-94.4% |