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 | $26,271 | $96,635-72.8% | $86,612-69.7% | $139,434-81.2% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 12.39% | 106.41%-94.0pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,300 | $3,263-60.2% | $3,022-57.0% | $4,751-72.6% |
| Participant deferral / active EE | $1,456 | $4,836-69.9% | $4,438-67.2% | $6,710-78.3% |
| Admin fee / account holder | $906 | $6,408-85.9% | $5,614-83.9% | $11,403-92.1% |