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 | $30,873 | $30,400+1.6% | $53,898-42.7% | $84,808-63.6% |
| Participation rate | 37.0% | 46.4%-9.4pp | 55.0%-17.9pp | 68.3%-31.3pp |
| Annual return | 16.04% | 500.19%-484.1pp | 528.60%-512.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $614 | $603+1.8% | $932-34.1% | $2,631-76.7% |
| Participant deferral / active EE | $998 | $1,199-16.8% | $1,826-45.4% | $4,212-76.3% |
| Admin fee / account holder | $949 | $1,993-52.4% | $2,491-61.9% | $7,344-87.1% |