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 | $43,184 | $27,839+55.1% | $58,482-26.2% | $71,457-39.6% |
| Participation rate | 20.6% | 34.5%-14.0pp | 50.9%-30.3pp | 67.9%-47.4pp |
| Annual return | 16.40% | 26.81%-10.4pp | 4239.32%-4222.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $231 | $631-63.5% | $1,053-78.1% | $2,588-91.1% |
| Participant deferral / active EE | $1,043 | $1,206-13.5% | $1,924-45.8% | $4,289-75.7% |
| Admin fee / account holder | $4,474 | $1,641+172.7% | $2,516+77.8% | $1,587+181.9% |