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 | $10,773 | $70,606-84.7% | $53,898-80.0% | $142,382-92.4% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 16.35% | 619.81%-603.5pp | 528.60%-512.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $213 | $1,202-82.3% | $932-77.1% | $4,299-95.0% |
| Participant deferral / active EE | $1,155 | $2,364-51.1% | $1,826-36.7% | $6,507-82.2% |
| Admin fee / account holder | $2,693 | $2,852-5.6% | $2,491+8.1% | $12,624-78.7% |