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 | $53,606 | $70,606-24.1% | $53,898-0.5% | $142,382-62.4% |
| Participation rate | 42.1% | 63.7%-21.6pp | 55.0%-12.9pp | 80.1%-38.0pp |
| Annual return | 18.14% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $47 | $1,202-96.1% | $932-94.9% | $4,299-98.9% |
| Participant deferral / active EE | $1,040 | $2,364-56.0% | $1,826-43.1% | $6,507-84.0% |
| Admin fee / account holder | $342 | $2,852-88.0% | $2,491-86.3% | $12,624-97.3% |