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 | $14,866 | $27,915-46.7% | $58,482-74.6% | $75,163-80.2% |
| Participation rate | 19.8% | 38.8%-19.0pp | 50.9%-31.1pp | 67.2%-47.4pp |
| Annual return | 17.14% | 44.20%-27.1pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $339 | $669-49.4% | $1,053-67.8% | $2,670-87.3% |
| Participant deferral / active EE | $744 | $1,201-38.0% | $1,924-61.3% | $4,125-82.0% |
| Admin fee / account holder | $1,994 | $1,726+15.5% | $2,516-20.8% | $5,651-64.7% |