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 | $29,773 | $105,998-71.9% | $92,233-67.7% | $147,584-79.8% |
| Participation rate | 55.0% | 80.4%-25.4pp | 76.5%-21.5pp | 82.8%-27.8pp |
| Annual return | 21.19% | 50.05%-28.9pp | 176.28%-155.1pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,025 | $4,333-76.4% | $3,679-72.1% | $4,876-79.0% |
| Participant deferral / active EE | $3,495 | $4,478-21.9% | $3,897-10.3% | $5,439-35.7% |
| Admin fee / account holder | $1,030 | $6,332-83.7% | $5,194-80.2% | $10,885-90.5% |