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 | $15,721 | $57,281-72.6% | $86,612-81.8% | $75,163-79.1% |
| Participation rate | 28.4% | 63.2%-34.8pp | 71.7%-43.3pp | 67.2%-38.8pp |
| Annual return | 18.21% | 2670.75%-2652.5pp | 591.07%-572.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $570 | $2,314-75.4% | $3,022-81.1% | $2,670-78.6% |
| Participant deferral / active EE | $1,068 | $3,318-67.8% | $4,438-75.9% | $4,125-74.1% |
| Admin fee / account holder | $731 | $4,112-82.2% | $5,614-87.0% | $5,651-87.1% |