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 | $26,716 | $180,749-85.2% | $160,784-83.4% | $137,256-80.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 16.30% | 2234.46%-2218.2pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,021 | $4,155-75.4% | $3,733-72.7% | $4,156-75.4% |
| Participant deferral / active EE | $1,813 | $6,844-73.5% | $6,293-71.2% | $6,407-71.7% |
| Admin fee / account holder | $912 | $10,397-91.2% | $9,717-90.6% | $12,270-92.6% |