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 | $28,204 | $84,696-66.7% | $75,696-62.7% | $167,490-83.2% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.8%-29.0pp | 82.1%-36.3pp |
| Annual return | 14.53% | 199.36%-184.8pp | 104.53%-90.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,610 | $3,230-50.2% | $2,743-41.3% | $4,837-66.7% |
| Participant deferral / active EE | $3,011 | $4,580-34.2% | $3,821-21.2% | $6,341-52.5% |
| Admin fee / account holder | $780 | $5,355-85.4% | $3,619-78.4% | $12,309-93.7% |