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 | $25,311 | $176,662-85.7% | $130,648-80.6% | $152,861-83.4% |
| Participation rate | 10.5% | 79.0%-68.4pp | 71.7%-61.2pp | 82.4%-71.9pp |
| Annual return | 15.60% | 2692.24%-2676.6pp | 1708.96%-1693.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $17 | $5,742-99.7% | $4,092-99.6% | $4,762-99.6% |
| Participant deferral / active EE | $142 | $4,361-96.7% | $3,603-96.1% | $5,850-97.6% |
| Admin fee / account holder | $21,592 | $7,133+202.7% | $5,464+295.1% | $11,596+86.2% |