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 | $10,572 | $104,106-89.8% | $71,086-85.1% | $135,375-92.2% |
| Participation rate | 16.7% | 65.7%-49.0pp | 54.7%-38.0pp | 82.6%-66.0pp |
| Annual return | 89.85% | 1256.30%-1166.4pp | 650.59%-560.7pp | 519.73%-429.9pp |
| Employer contribution / active EE | $236 | $1,485-84.1% | $1,088-78.3% | $4,779-95.1% |
| Participant deferral / active EE | $353 | $2,527-86.1% | $1,874-81.2% | $5,609-93.7% |
| Admin fee / account holder | $2,504 | $4,142-39.5% | $3,082-18.8% | $10,827-76.9% |