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 | $24,776 | $70,606-64.9% | $53,898-54.0% | $142,382-82.6% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 11.17% | 619.81%-608.6pp | 528.60%-517.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $410 | $1,202-65.9% | $932-56.0% | $4,299-90.5% |
| Participant deferral / active EE | $524 | $2,364-77.8% | $1,826-71.3% | $6,507-91.9% |
| Admin fee / account holder | $11,084 | $2,852+288.7% | $2,491+345.0% | $12,624-12.2% |