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 8-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 | $16,952 | $58,879-71.2% | $178,490-90.5% | $73,488-76.9% |
| Participation rate | 39.2% | 66.2%-27.0pp | 81.9%-42.7pp | 70.7%-31.5pp |
| Annual return | 102.66% | 24.86%+77.8pp | 151.07%-48.4pp | 28.51%+74.1pp |
| Employer contribution / active EE | $435 | $2,236-80.6% | $5,011-91.3% | $2,270-80.8% |
| Participant deferral / active EE | $1,028 | $2,567-60.0% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $1,278 | $400+219.3% | $13,984-90.9% | $513+149.2% |