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 | $57,671 | $99,020-41.8% | $86,590-33.4% | $147,584-60.9% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 21.42% | 1312.34%-1290.9pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,112 | $3,132-64.5% | $2,839-60.8% | $4,876-77.2% |
| Participant deferral / active EE | $5,554 | $3,972+39.8% | $3,609+53.9% | $5,439+2.1% |
| Admin fee / account holder | $3,027 | $5,710-47.0% | $4,906-38.3% | $10,885-72.2% |