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 | $76,395 | $176,662-56.8% | $130,648-41.5% | $152,861-50.0% |
| Participation rate | 15.4% | 79.0%-63.6pp | 71.7%-56.4pp | 82.4%-67.1pp |
| Annual return | 19.37% | 2692.24%-2672.9pp | 1708.96%-1689.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,839 | $4,361-57.8% | $3,603-49.0% | $5,850-68.6% |
| Admin fee / account holder | $794 | $7,133-88.9% | $5,464-85.5% | $11,596-93.2% |