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 | $20,405 | $65,409-68.8% | $98,442-79.3% | $85,850-76.2% |
| Participation rate | 41.5% | 65.0%-23.5pp | 73.3%-31.9pp | 69.3%-27.9pp |
| Annual return | 17.12% | 21.76%-4.6pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $260 | $2,168-88.0% | $2,960-91.2% | $2,565-89.8% |
| Participant deferral / active EE | $1,949 | $3,166-38.5% | $4,276-54.4% | $3,952-50.7% |
| Admin fee / account holder | $2,865 | $4,593-37.6% | $5,949-51.8% | $6,260-54.2% |