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 | $17,527 | $57,281-69.4% | $86,612-79.8% | $75,163-76.7% |
| Participation rate | 65.5% | 63.2%+2.3pp | 71.7%-6.2pp | 67.2%-1.7pp |
| Annual return | 13.85% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,023 | $2,314-55.8% | $3,022-66.1% | $2,670-61.7% |
| Participant deferral / active EE | $1,879 | $3,318-43.4% | $4,438-57.6% | $4,125-54.4% |
| Admin fee / account holder | $3,080 | $4,112-25.1% | $5,614-45.1% | $5,651-45.5% |