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 | $35,881 | $156,846-77.1% | $121,098-70.4% | $139,434-74.3% |
| Participation rate | 16.7% | 76.4%-59.7pp | 69.5%-52.8pp | 80.3%-63.7pp |
| Annual return | 19.99% | 1474.56%-1454.6pp | 985.75%-965.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,283 | $4,844-52.9% | $4,080-44.0% | $6,710-66.0% |
| Admin fee / account holder | $5,673 | $6,946-18.3% | $5,644+0.5% | $11,403-50.2% |