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 | $34,208 | $97,757-65.0% | $83,848-59.2% | $135,375-74.7% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | 6.90% | 1287.37%-1280.5pp | 850.88%-844.0pp | 519.73%-512.8pp |
| Employer contribution / active EE | $1,122 | $4,222-73.4% | $3,631-69.1% | $4,779-76.5% |
| Participant deferral / active EE | $1,454 | $4,682-68.9% | $4,082-64.4% | $5,609-74.1% |
| Admin fee / account holder | $752 | $6,674-88.7% | $5,478-86.3% | $10,827-93.1% |