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 | $16,634 | $74,888-77.8% | $71,209-76.6% | $142,382-88.3% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.1%-50.7pp |
| Annual return | 18.17% | 345.14%-327.0pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $946 | $4,454-78.8% | $4,175-77.4% | $6,507-85.5% |
| Admin fee / account holder | $1,250 | $5,568-77.6% | $5,349-76.6% | $12,624-90.1% |