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 | $21,091 | $65,908-68.0% | $81,812-74.2% | $77,643-72.8% |
| Participation rate | 30.7% | 65.8%-35.1pp | 72.3%-41.6pp | 70.6%-39.9pp |
| Annual return | 19.75% | 26.64%-6.9pp | 773.79%-754.0pp | 31.24%-11.5pp |
| Employer contribution / active EE | $1,214 | $2,370-48.8% | $2,912-58.3% | $2,726-55.5% |
| Participant deferral / active EE | $2,032 | $3,505-42.0% | $4,319-52.9% | $4,647-56.3% |
| Admin fee / account holder | $850 | $526+61.4% | $7,386-88.5% | $430+97.4% |