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 | $33,403 | $40,385-17.3% | $80,569-58.5% | $74,419-55.1% |
| Participation rate | 7.4% | 47.4%-40.0pp | 67.0%-59.6pp | 70.7%-63.3pp |
| Annual return | 19.38% | 164.85%-145.5pp | 935.43%-916.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $236 | $1,496-84.2% | $2,723-91.3% | $2,637-91.1% |
| Participant deferral / active EE | $569 | $2,674-78.7% | $4,447-87.2% | $4,528-87.4% |
| Admin fee / account holder | $2,527 | $720+251.1% | $5,377-53.0% | $348+626.6% |