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 | $22,479 | $34,934-35.7% | $56,411-60.2% | $74,495-69.8% |
| Participation rate | 13.3% | 32.8%-19.5pp | 52.5%-39.2pp | 67.2%-53.9pp |
| Annual return | 13.14% | 25.94%-12.8pp | 1701.33%-1688.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $248 | $609-59.4% | $1,039-76.2% | $2,623-90.6% |
| Participant deferral / active EE | $707 | $1,170-39.6% | $1,952-63.8% | $4,346-83.7% |
| Admin fee / account holder | $2,361 | $2,364-0.1% | $2,829-16.5% | $1,942+21.6% |