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 | $49,830 | $65,561-24.0% | $86,188-42.2% | $75,163-33.7% |
| Participation rate | 21.7% | 60.5%-38.7pp | 69.0%-47.2pp | 67.2%-45.5pp |
| Annual return | 16.44% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $367 | $1,553-76.3% | $2,380-84.6% | $2,670-86.2% |
| Participant deferral / active EE | $1,846 | $3,024-39.0% | $3,985-53.7% | $4,125-55.3% |
| Admin fee / account holder | $2,150 | $5,474-60.7% | $6,852-68.6% | $5,651-61.9% |