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 | $54,500 | $54,5170% | $75,972-28.3% | $74,495-26.8% |
| Participation rate | 51.8% | 60.3%-8.6pp | 69.1%-17.3pp | 67.2%-15.4pp |
| Annual return | 13.02% | 31.82%-18.8pp | 359.55%-346.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $555 | $1,777-68.8% | $2,685-79.3% | $2,623-78.8% |
| Participant deferral / active EE | $3,614 | $3,066+17.9% | $4,255-15.1% | $4,346-16.8% |
| Admin fee / account holder | $3,022 | $2,229+35.6% | $6,467-53.3% | $1,942+55.6% |