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 | $17,496 | $108,642-83.9% | $74,701-76.6% | $152,861-88.6% |
| Participation rate | 4.5% | 65.3%-60.8pp | 54.5%-49.9pp | 82.4%-77.9pp |
| Annual return | 20.84% | 114.06%-93.2pp | 752.92%-732.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $156 | $1,503-89.6% | $1,084-85.6% | $4,762-96.7% |
| Participant deferral / active EE | $252 | $2,712-90.7% | $1,964-87.2% | $5,850-95.7% |
| Admin fee / account holder | $1,025 | $4,902-79.1% | $3,333-69.3% | $11,596-91.2% |