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 | $23,236 | $70,606-67.1% | $53,898-56.9% | $142,382-83.7% |
| Participation rate | 36.8% | 63.7%-26.9pp | 55.0%-18.1pp | 80.1%-43.3pp |
| Annual return | 14.13% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $57 | $1,202-95.3% | $932-93.9% | $4,299-98.7% |
| Participant deferral / active EE | $712 | $2,364-69.9% | $1,826-61.0% | $6,507-89.1% |
| Admin fee / account holder | $665 | $2,852-76.7% | $2,491-73.3% | $12,624-94.7% |