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 9-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 | $25,981 | $34,308-24.3% | $74,701-65.2% | $72,985-64.4% |
| Participation rate | 14.0% | 42.4%-28.4pp | 54.5%-40.5pp | 69.5%-55.5pp |
| Annual return | 18.78% | 26.58%-7.8pp | 752.92%-734.1pp | 81.00%-62.2pp |
| Employer contribution / active EE | $298 | $692-56.8% | $1,084-72.5% | $2,440-87.8% |
| Participant deferral / active EE | $609 | $1,271-52.1% | $1,964-69.0% | $3,607-83.1% |
| Admin fee / account holder | $13,680 | $2,124+544.0% | $3,333+310.4% | $5,124+167.0% |