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 | $14,944 | $57,281-73.9% | $86,612-82.7% | $75,163-80.1% |
| Participation rate | 38.9% | 63.2%-24.3pp | 71.7%-32.8pp | 67.2%-28.3pp |
| Annual return | 19.41% | 2670.75%-2651.3pp | 591.07%-571.7pp | 160.62%-141.2pp |
| Employer contribution / active EE | $401 | $2,314-82.7% | $3,022-86.7% | $2,670-85.0% |
| Participant deferral / active EE | $1,108 | $3,318-66.6% | $4,438-75.0% | $4,125-73.1% |
| Admin fee / account holder | $1,468 | $4,112-64.3% | $5,614-73.9% | $5,651-74.0% |