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 | $46,704 | $96,635-51.7% | $86,612-46.1% | $139,434-66.5% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 14.15% | 106.41%-92.3pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,615 | $3,263-50.5% | $3,022-46.6% | $4,751-66.0% |
| Participant deferral / active EE | $1,621 | $4,836-66.5% | $4,438-63.5% | $6,710-75.8% |
| Admin fee / account holder | $303 | $6,408-95.3% | $5,614-94.6% | $11,403-97.3% |