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 | $28,307 | $102,317-72.3% | $146,958-80.7% | $80,856-65.0% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 22.49% | 134.76%-112.3pp | 418.34%-395.8pp | 35.59%-13.1pp |
| Employer contribution / active EE | $1,451 | $3,713-60.9% | $4,933-70.6% | $2,755-47.3% |
| Participant deferral / active EE | $3,654 | $6,644-45.0% | $8,070-54.7% | $4,296-14.9% |
| Admin fee / account holder | $3,336 | $7,941-58.0% | $12,998-74.3% | $6,918-51.8% |