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 | $27,480 | $102,317-73.1% | $146,958-81.3% | $80,856-66.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 21.69% | 134.76%-113.1pp | 418.34%-396.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,725 | $3,713-53.5% | $4,933-65.0% | $2,755-37.4% |
| Participant deferral / active EE | $2,871 | $6,644-56.8% | $8,070-64.4% | $4,296-33.2% |
| Admin fee / account holder | $2,189 | $7,941-72.4% | $12,998-83.2% | $6,918-68.4% |