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 | $29,731 | $57,281-48.1% | $86,612-65.7% | $75,163-60.4% |
| Participation rate | 41.4% | 63.2%-21.8pp | 71.7%-30.3pp | 67.2%-25.8pp |
| Annual return | 14.37% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $345 | $2,314-85.1% | $3,022-88.6% | $2,670-87.1% |
| Participant deferral / active EE | $1,752 | $3,318-47.2% | $4,438-60.5% | $4,125-57.5% |
| Admin fee / account holder | $2,819 | $4,112-31.4% | $5,614-49.8% | $5,651-50.1% |