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 | $21,245 | $104,486-79.7% | $76,817-72.3% | $152,861-86.1% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.4%-42.4pp |
| Annual return | 96.46% | 1013.37%-916.9pp | 1166.11%-1069.6pp | 345.32%-248.9pp |
| Employer contribution / active EE | $1,511 | $3,116-51.5% | $2,302-34.4% | $4,762-68.3% |
| Participant deferral / active EE | $2,057 | $4,236-51.4% | $3,336-38.3% | $5,850-64.8% |
| Admin fee / account holder | $4,098 | $12,275-66.6% | $6,420-36.2% | $11,596-64.7% |