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 | $25,594 | $96,635-73.5% | $86,612-70.4% | $139,434-81.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 16.30% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $433 | $3,263-86.7% | $3,022-85.7% | $4,751-90.9% |
| Participant deferral / active EE | $3,235 | $4,836-33.1% | $4,438-27.1% | $6,710-51.8% |
| Admin fee / account holder | $339 | $6,408-94.7% | $5,614-94.0% | $11,403-97.0% |