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 | $15,509 | $57,281-72.9% | $86,612-82.1% | $75,163-79.4% |
| Participation rate | 34.4% | 63.2%-28.8pp | 71.7%-37.3pp | 67.2%-32.8pp |
| Annual return | 25.53% | 2670.75%-2645.2pp | 591.07%-565.5pp | 160.62%-135.1pp |
| Employer contribution / active EE | $388 | $2,314-83.3% | $3,022-87.2% | $2,670-85.5% |
| Participant deferral / active EE | $1,379 | $3,318-58.4% | $4,438-68.9% | $4,125-66.6% |
| Admin fee / account holder | $5,066 | $4,112+23.2% | $5,614-9.8% | $5,651-10.4% |