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 | $34,123 | $29,660+15.0% | $56,411-39.5% | $80,856-57.8% |
| Participation rate | 16.4% | 41.6%-25.3pp | 52.5%-36.1pp | 67.6%-51.3pp |
| Annual return | 14.25% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,299 | $1,226+6.0% | $1,952-33.4% | $4,296-69.8% |
| Admin fee / account holder | $585 | $2,428-75.9% | $2,829-79.3% | $6,918-91.6% |