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 | $30,404 | $48,795-37.7% | $65,493-53.6% | $84,808-64.1% |
| Participation rate | 28.6% | 67.0%-38.4pp | 73.1%-44.5pp | 68.3%-39.7pp |
| Annual return | 14.03% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $408 | $1,930-78.9% | $2,574-84.2% | $2,631-84.5% |
| Participant deferral / active EE | $1,236 | $2,928-57.8% | $3,961-68.8% | $4,212-70.7% |
| Admin fee / account holder | $697 | $3,877-82.0% | $5,028-86.1% | $7,344-90.5% |