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 | $13,772 | $73,515-81.3% | $62,995-78.1% | $147,584-90.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.8%-62.3pp | 82.8%-70.3pp |
| Annual return | 54.40% | 175.43%-121.0pp | 87.57%-33.2pp | 578.55%-524.1pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,625 | $4,185-61.2% | $3,329-51.2% | $5,439-70.1% |
| Admin fee / account holder | $854 | $5,953-85.7% | $3,600-76.3% | $10,885-92.2% |