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 | $19,033 | $49,173-61.3% | $121,098-84.3% | $75,163-74.7% |
| Participation rate | 57.7% | 55.4%+2.3pp | 69.5%-11.8pp | 67.2%-9.5pp |
| Annual return | 21.78% | 55.99%-34.2pp | 985.75%-964.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,500 | $1,546-3.0% | $4,164-64.0% | $2,670-43.8% |
| Participant deferral / active EE | $1,874 | $2,628-28.7% | $4,080-54.1% | $4,125-54.6% |
| Admin fee / account holder | $352 | $3,942-91.1% | $5,644-93.8% | $5,651-93.8% |