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 | $31,640 | $28,109+12.6% | $71,086-55.5% | $56,287-43.8% |
| Participation rate | 16.2% | 40.4%-24.2pp | 54.7%-38.4pp | 69.9%-53.6pp |
| Annual return | -5.53% | -615.05%+609.5pp | 650.59%-656.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $146 | $558-73.8% | $1,088-86.6% | $2,111-93.1% |
| Participant deferral / active EE | $664 | $1,116-40.5% | $1,874-64.6% | $3,350-80.2% |
| Admin fee / account holder | $366 | $585-37.4% | $3,082-88.1% | $521-29.7% |