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 | $23,049 | $84,696-72.8% | $75,696-69.6% | $167,490-86.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.8%-17.7pp | 82.1%-25.0pp |
| Annual return | 16.94% | 199.36%-182.4pp | 104.53%-87.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,085 | $3,230-66.4% | $2,743-60.4% | $4,837-77.6% |
| Participant deferral / active EE | $2,548 | $4,580-44.4% | $3,821-33.3% | $6,341-59.8% |
| Admin fee / account holder | $1,081 | $5,355-79.8% | $3,619-70.1% | $12,309-91.2% |