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 | $38,490 | $100,041-61.5% | $149,718-74.3% | $70,131-45.1% |
| Participation rate | 62.7% | 83.6%-20.8pp | 87.1%-24.3pp | 69.5%-6.8pp |
| Annual return | 41.17% | 27.43%+13.7pp | 1501.63%-1460.5pp | 73.14%-32.0pp |
| Employer contribution / active EE | $1,217 | $3,662-66.8% | $5,445-77.7% | $2,342-48.1% |
| Participant deferral / active EE | $4,290 | $4,983-13.9% | $6,569-34.7% | $3,332+28.8% |
| Admin fee / account holder | $305 | $8,286-96.3% | $11,283-97.3% | $4,645-93.4% |