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 | $19,076 | $81,632-76.6% | $70,449-72.9% | $158,922-88.0% |
| Participation rate | 52.2% | 77.7%-25.5pp | 75.1%-22.9pp | 82.0%-29.8pp |
| Annual return | 20.53% | 208.40%-187.9pp | 109.03%-88.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $777 | $3,217-75.8% | $2,737-71.6% | $4,761-83.7% |
| Participant deferral / active EE | $979 | $4,554-78.5% | $3,709-73.6% | $5,982-83.6% |
| Admin fee / account holder | $375 | $6,193-93.9% | $3,845-90.2% | $11,246-96.7% |