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 | $22,614 | $81,625-72.3% | $58,482-61.3% | $139,434-83.8% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 7.13% | 7404.20%-7397.1pp | 4239.32%-4232.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $373 | $1,398-73.4% | $1,053-64.6% | $4,751-92.2% |
| Participant deferral / active EE | $466 | $2,557-81.8% | $1,924-75.8% | $6,710-93.1% |
| Admin fee / account holder | $4,797 | $3,265+46.9% | $2,516+90.7% | $11,403-57.9% |