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 | $31,482 | $27,839+13.1% | $58,482-46.2% | $71,457-55.9% |
| Participation rate | 16.7% | 34.5%-17.9pp | 50.9%-34.2pp | 67.9%-51.3pp |
| Annual return | 18.12% | 26.81%-8.7pp | 4239.32%-4221.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $207 | $631-67.2% | $1,053-80.4% | $2,588-92.0% |
| Participant deferral / active EE | $578 | $1,206-52.1% | $1,924-69.9% | $4,289-86.5% |
| Admin fee / account holder | $4,242 | $1,641+158.6% | $2,516+68.6% | $1,587+167.3% |