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 | $23,491 | $65,561-64.2% | $86,188-72.7% | $75,163-68.7% |
| Participation rate | 18.6% | 60.5%-41.9pp | 69.0%-50.4pp | 67.2%-48.6pp |
| Annual return | 18.26% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $368 | $1,553-76.3% | $2,380-84.5% | $2,670-86.2% |
| Participant deferral / active EE | $2,027 | $3,024-32.9% | $3,985-49.1% | $4,125-50.9% |
| Admin fee / account holder | $2,562 | $5,474-53.2% | $6,852-62.6% | $5,651-54.7% |