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 | $23,428 | $49,173-52.4% | $121,098-80.7% | $75,163-68.8% |
| Participation rate | 24.2% | 55.4%-31.1pp | 69.5%-45.2pp | 67.2%-42.9pp |
| Annual return | 20.40% | 55.99%-35.6pp | 985.75%-965.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $769 | $1,546-50.2% | $4,164-81.5% | $2,670-71.2% |
| Participant deferral / active EE | $1,806 | $2,628-31.3% | $4,080-55.7% | $4,125-56.2% |
| Admin fee / account holder | $712 | $3,942-81.9% | $5,644-87.4% | $5,651-87.4% |