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 5-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 | $35,402 | $29,548+19.8% | $56,411-37.2% | $77,643-54.4% |
| Participation rate | 7.2% | 32.7%-25.4pp | 52.5%-45.2pp | 70.6%-63.3pp |
| Annual return | 12.82% | 19.01%-6.2pp | 1701.33%-1688.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $247 | $568-56.4% | $1,039-76.2% | $2,726-90.9% |
| Participant deferral / active EE | $440 | $1,061-58.5% | $1,952-77.4% | $4,647-90.5% |
| Admin fee / account holder | $3,057 | $1,046+192.2% | $2,829+8.1% | $430+610.2% |