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 | $10,295 | $67,823-84.8% | $52,425-80.4% | $137,256-92.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 21.66% | 219.11%-197.4pp | 302.12%-280.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $706 | $1,163-39.3% | $914-22.8% | $4,156-83.0% |
| Participant deferral / active EE | $1,322 | $2,288-42.2% | $1,790-26.2% | $6,407-79.4% |
| Admin fee / account holder | $310 | $2,844-89.1% | $2,495-87.6% | $12,270-97.5% |