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 | $17,413 | $156,846-88.9% | $121,098-85.6% | $139,434-87.5% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.5%-34.5pp | 80.3%-45.3pp |
| Annual return | 19.16% | 1474.56%-1455.4pp | 985.75%-966.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $208 | $5,536-96.2% | $4,164-95.0% | $4,751-95.6% |
| Participant deferral / active EE | $931 | $4,844-80.8% | $4,080-77.2% | $6,710-86.1% |
| Admin fee / account holder | $641 | $6,946-90.8% | $5,644-88.6% | $11,403-94.4% |