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 | $30,132 | $115,770-74.0% | $101,248-70.2% | $158,922-81.0% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.2pp |
| Annual return | 12.77% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,404 | $4,175-66.4% | $3,660-61.6% | $4,761-70.5% |
| Participant deferral / active EE | $2,400 | $4,957-51.6% | $4,370-45.1% | $5,982-59.9% |
| Admin fee / account holder | $933 | $7,245-87.1% | $5,945-84.3% | $11,246-91.7% |