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 | $18,051 | $65,561-72.5% | $86,188-79.1% | $75,163-76.0% |
| Participation rate | 47.2% | 60.5%-13.3pp | 69.0%-21.7pp | 67.2%-20.0pp |
| Annual return | 24.14% | 46.05%-21.9pp | 1168.45%-1144.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,088 | $1,553-30.0% | $2,380-54.3% | $2,670-59.3% |
| Participant deferral / active EE | $1,663 | $3,024-45.0% | $3,985-58.3% | $4,125-59.7% |
| Admin fee / account holder | $4,678 | $5,474-14.5% | $6,852-31.7% | $5,651-17.2% |