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 | $25,866 | $34,934-26.0% | $56,411-54.1% | $74,495-65.3% |
| Participation rate | 10.5% | 32.8%-22.3pp | 52.5%-41.9pp | 67.2%-56.7pp |
| Annual return | 14.28% | 25.94%-11.7pp | 1701.33%-1687.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $290 | $1,170-75.2% | $1,952-85.2% | $4,346-93.3% |
| Admin fee / account holder | $1,646 | $2,364-30.4% | $2,829-41.8% | $1,942-15.2% |