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 7-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 | $17,080 | $81,625-79.1% | $58,482-70.8% | $139,434-87.8% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 9.72% | 7404.20%-7394.5pp | 4239.32%-4229.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $211 | $1,398-84.9% | $1,053-80.0% | $4,751-95.6% |
| Participant deferral / active EE | $239 | $2,557-90.6% | $1,924-87.6% | $6,710-96.4% |
| Admin fee / account holder | $11,834 | $3,265+262.4% | $2,516+370.3% | $11,403+3.8% |