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 | $17,086 | $70,669-75.8% | $169,368-89.9% | $75,163-77.3% |
| Participation rate | 51.2% | 64.8%-13.6pp | 77.1%-26.0pp | 67.2%-16.0pp |
| Annual return | 14.09% | 36.36%-22.3pp | 405.60%-391.5pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,041 | $2,211-52.9% | $4,013-74.1% | $2,670-61.0% |
| Participant deferral / active EE | $1,504 | $4,311-65.1% | $6,221-75.8% | $4,125-63.5% |
| Admin fee / account holder | $3,567 | $5,402-34.0% | $9,003-60.4% | $5,651-36.9% |