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 6-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 | $12,105 | $26,114-53.6% | $58,482-79.3% | $74,419-83.7% |
| Participation rate | 12.1% | 32.1%-20.0pp | 50.9%-38.7pp | 70.7%-58.6pp |
| Annual return | 24.62% | 32.51%-7.9pp | 4239.32%-4214.7pp | 34.38%-9.8pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $646 | $1,075-39.8% | $1,924-66.4% | $4,528-85.7% |
| Admin fee / account holder | $931 | $649+43.5% | $2,516-63.0% | $348+167.7% |