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 | $15,140 | $96,635-84.3% | $86,612-82.5% | $139,434-89.1% |
| Participation rate | 54.2% | 74.4%-20.2pp | 71.7%-17.5pp | 80.3%-26.2pp |
| Annual return | 14.99% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $602 | $3,263-81.5% | $3,022-80.1% | $4,751-87.3% |
| Participant deferral / active EE | $880 | $4,836-81.8% | $4,438-80.2% | $6,710-86.9% |
| Admin fee / account holder | $4,248 | $6,408-33.7% | $5,614-24.3% | $11,403-62.7% |