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 | $13,392 | $96,635-86.1% | $86,612-84.5% | $139,434-90.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 14.74% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,740 | $3,263-46.7% | $3,022-42.4% | $4,751-63.4% |
| Participant deferral / active EE | $958 | $4,836-80.2% | $4,438-78.4% | $6,710-85.7% |
| Admin fee / account holder | $462 | $6,408-92.8% | $5,614-91.8% | $11,403-95.9% |