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 | $13,710 | $30,588-55.2% | $53,898-74.6% | $85,563-84.0% |
| Participation rate | 13.5% | 26.3%-12.8pp | 55.0%-41.5pp | 66.0%-52.5pp |
| Annual return | 21.89% | 50.42%-28.5pp | 528.60%-506.7pp | 31.51%-9.6pp |
| Employer contribution / active EE | $279 | $436-36.1% | $932-70.1% | $2,654-89.5% |
| Participant deferral / active EE | $419 | $848-50.6% | $1,826-77.1% | $4,375-90.4% |
| Admin fee / account holder | $2,648 | $1,879+40.9% | $2,491+6.3% | $834+217.4% |