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 | $47,685 | $70,606-32.5% | $53,898-11.5% | $142,382-66.5% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 13.45% | 619.81%-606.4pp | 528.60%-515.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $512 | $1,202-57.4% | $932-45.0% | $4,299-88.1% |
| Participant deferral / active EE | $534 | $2,364-77.4% | $1,826-70.7% | $6,507-91.8% |
| Admin fee / account holder | $748 | $2,852-73.8% | $2,491-70.0% | $12,624-94.1% |