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 | $9,666 | $108,642-91.1% | $74,701-87.1% | $152,861-93.7% |
| Participation rate | 21.4% | 65.3%-43.9pp | 54.5%-33.0pp | 82.4%-61.0pp |
| Annual return | 25.38% | 114.06%-88.7pp | 752.92%-727.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $537 | $1,503-64.2% | $1,084-50.4% | $4,762-88.7% |
| Participant deferral / active EE | $760 | $2,712-72.0% | $1,964-61.3% | $5,850-87.0% |
| Admin fee / account holder | $1,058 | $4,902-78.4% | $3,333-68.3% | $11,596-90.9% |