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 | $38,855 | $68,097-42.9% | $62,929-38.3% | $137,256-71.7% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 16.54% | 1859.11%-1842.6pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $608 | $2,811-78.4% | $2,505-75.7% | $4,156-85.4% |
| Participant deferral / active EE | $871 | $4,553-80.9% | $3,888-77.6% | $6,407-86.4% |
| Admin fee / account holder | $333 | $6,521-94.9% | $5,065-93.4% | $12,270-97.3% |