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 | $69,429 | $96,305-27.9% | $80,569-13.8% | $139,434-50.2% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 15.29% | 1350.08%-1334.8pp | 935.43%-920.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,201 | $3,262-63.2% | $2,723-55.9% | $4,751-74.7% |
| Participant deferral / active EE | $6,119 | $5,232+16.9% | $4,447+37.6% | $6,710-8.8% |
| Admin fee / account holder | $787 | $6,599-88.1% | $5,377-85.4% | $11,403-93.1% |