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 | $40,253 | $29,548+36.2% | $56,411-28.6% | $77,643-48.2% |
| Participation rate | 10.9% | 32.7%-21.7pp | 52.5%-41.5pp | 70.6%-59.6pp |
| Annual return | 15.15% | 19.01%-3.9pp | 1701.33%-1686.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $269 | $568-52.6% | $1,039-74.1% | $2,726-90.1% |
| Participant deferral / active EE | $510 | $1,061-52.0% | $1,952-73.9% | $4,647-89.0% |
| Admin fee / account holder | $5,991 | $1,046+472.7% | $2,829+111.8% | $430+1291.9% |