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 | $16,077 | $27,915-42.4% | $58,482-72.5% | $75,163-78.6% |
| Participation rate | 21.0% | 38.8%-17.9pp | 50.9%-29.9pp | 67.2%-46.2pp |
| Annual return | 15.99% | 44.20%-28.2pp | 4239.32%-4223.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $271 | $669-59.5% | $1,053-74.3% | $2,670-89.9% |
| Participant deferral / active EE | $433 | $1,201-64.0% | $1,924-77.5% | $4,125-89.5% |
| Admin fee / account holder | $700 | $1,726-59.4% | $2,516-72.2% | $5,651-87.6% |