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 | $20,487 | $57,281-64.2% | $86,612-76.3% | $75,163-72.7% |
| Participation rate | 51.8% | 63.2%-11.4pp | 71.7%-19.9pp | 67.2%-15.4pp |
| Annual return | 16.34% | 2670.75%-2654.4pp | 591.07%-574.7pp | 160.62%-144.3pp |
| Employer contribution / active EE | $740 | $2,314-68.0% | $3,022-75.5% | $2,670-72.3% |
| Participant deferral / active EE | $1,070 | $3,318-67.8% | $4,438-75.9% | $4,125-74.1% |
| Admin fee / account holder | $513 | $4,112-87.5% | $5,614-90.9% | $5,651-90.9% |