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 | $54,838 | $27,839+97.0% | $58,482-6.2% | $71,457-23.3% |
| Participation rate | 18.7% | 34.5%-15.9pp | 50.9%-32.2pp | 67.9%-49.2pp |
| Annual return | 15.71% | 26.81%-11.1pp | 4239.32%-4223.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $779 | $1,206-35.4% | $1,924-59.5% | $4,289-81.8% |
| Admin fee / account holder | $2,306 | $1,641+40.5% | $2,516-8.4% | $1,587+45.3% |