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 | $20,285 | $176,662-88.5% | $130,648-84.5% | $152,861-86.7% |
| Participation rate | 20.8% | 79.0%-58.1pp | 71.7%-50.9pp | 82.4%-61.6pp |
| Annual return | 16.12% | 2692.24%-2676.1pp | 1708.96%-1692.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $255 | $4,361-94.2% | $3,603-92.9% | $5,850-95.6% |
| Admin fee / account holder | $1,029 | $7,133-85.6% | $5,464-81.2% | $11,596-91.1% |