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 8-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 | $17,648 | $70,606-75.0% | $53,898-67.3% | $142,382-87.6% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 16.59% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $327 | $1,202-72.8% | $932-65.0% | $4,299-92.4% |
| Participant deferral / active EE | $542 | $2,364-77.1% | $1,826-70.3% | $6,507-91.7% |
| Admin fee / account holder | $312 | $2,852-89.1% | $2,491-87.5% | $12,624-97.5% |