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 | $19,077 | $81,632-76.6% | $70,449-72.9% | $158,922-88.0% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 13.05% | 208.40%-195.4pp | 109.03%-96.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,732 | $3,217-46.2% | $2,737-36.7% | $4,761-63.6% |
| Participant deferral / active EE | $3,083 | $4,554-32.3% | $3,709-16.9% | $5,982-48.5% |
| Admin fee / account holder | $1,908 | $6,193-69.2% | $3,845-50.4% | $11,246-83.0% |