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 | $19,989 | $176,662-88.7% | $130,648-84.7% | $152,861-86.9% |
| Participation rate | 23.8% | 79.0%-55.2pp | 71.7%-47.9pp | 82.4%-58.6pp |
| Annual return | 17.83% | 2692.24%-2674.4pp | 1708.96%-1691.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $180 | $5,742-96.9% | $4,092-95.6% | $4,762-96.2% |
| Participant deferral / active EE | $342 | $4,361-92.2% | $3,603-90.5% | $5,850-94.2% |
| Admin fee / account holder | $6,937 | $7,133-2.7% | $5,464+27.0% | $11,596-40.2% |