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 | $5,014 | $34,934-85.6% | $56,411-91.1% | $74,495-93.3% |
| Participation rate | 16.1% | 32.8%-16.7pp | 52.5%-36.4pp | 67.2%-51.1pp |
| Annual return | 11.34% | 25.94%-14.6pp | 1701.33%-1690.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $275 | $1,170-76.5% | $1,952-85.9% | $4,346-93.7% |
| Admin fee / account holder | $1,921 | $2,364-18.8% | $2,829-32.1% | $1,942-1.1% |