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 | $60,159 | $96,635-37.7% | $86,612-30.5% | $139,434-56.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 17.83% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $818 | $3,263-74.9% | $3,022-72.9% | $4,751-82.8% |
| Participant deferral / active EE | $1,453 | $4,836-70.0% | $4,438-67.3% | $6,710-78.3% |
| Admin fee / account holder | $872 | $6,408-86.4% | $5,614-84.5% | $11,403-92.3% |