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 6-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 | $35,937 | $88,751-59.5% | $81,812-56.1% | $145,922-75.4% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.3%-48.8pp | 80.3%-56.7pp |
| Annual return | 13.41% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $792 | $4,643-82.9% | $4,319-81.7% | $6,688-88.2% |
| Admin fee / account holder | $690 | $8,415-91.8% | $7,386-90.7% | $13,397-94.8% |