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 | $47,036 | $26,114+80.1% | $58,482-19.6% | $74,419-36.8% |
| Participation rate | 0.3% | 32.1%-31.8pp | 50.9%-50.6pp | 70.7%-70.4pp |
| Annual return | 27.37% | 32.51%-5.1pp | 4239.32%-4211.9pp | 34.38%-7.0pp |
| Employer contribution / active EE | $90 | $536-83.1% | $1,053-91.4% | $2,637-96.6% |
| Participant deferral / active EE | $525 | $1,075-51.1% | $1,924-72.7% | $4,528-88.4% |
| Admin fee / account holder | $2,217 | $649+241.5% | $2,516-11.9% | $348+537.2% |