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 | $24,664 | $57,281-56.9% | $86,612-71.5% | $75,163-67.2% |
| Participation rate | 39.3% | 63.2%-23.9pp | 71.7%-32.4pp | 67.2%-27.9pp |
| Annual return | 14.37% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $996 | $2,314-57.0% | $3,022-67.0% | $2,670-62.7% |
| Participant deferral / active EE | $1,283 | $3,318-61.3% | $4,438-71.1% | $4,125-68.9% |
| Admin fee / account holder | $7,327 | $4,112+78.2% | $5,614+30.5% | $5,651+29.7% |