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 | $23,743 | $27,915-14.9% | $58,482-59.4% | $75,163-68.4% |
| Participation rate | 30.3% | 38.8%-8.6pp | 50.9%-20.6pp | 67.2%-36.9pp |
| Annual return | 16.26% | 44.20%-27.9pp | 4239.32%-4223.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $139 | $669-79.2% | $1,053-86.8% | $2,670-94.8% |
| Participant deferral / active EE | $810 | $1,201-32.6% | $1,924-57.9% | $4,125-80.4% |
| Admin fee / account holder | $1,342 | $1,726-22.2% | $2,516-46.7% | $5,651-76.3% |