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 | $21,640 | $57,281-62.2% | $86,612-75.0% | $75,163-71.2% |
| Participation rate | 26.2% | 63.2%-37.0pp | 71.7%-45.5pp | 67.2%-41.0pp |
| Annual return | 18.05% | 2670.75%-2652.7pp | 591.07%-573.0pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,283 | $3,318-61.3% | $4,438-71.1% | $4,125-68.9% |
| Admin fee / account holder | $1,517 | $4,112-63.1% | $5,614-73.0% | $5,651-73.1% |