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 | $29,630 | $65,561-54.8% | $86,188-65.6% | $75,163-60.6% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.3pp |
| Annual return | 21.03% | 46.05%-25.0pp | 1168.45%-1147.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,094 | $1,553-29.5% | $2,380-54.0% | $2,670-59.0% |
| Participant deferral / active EE | $2,506 | $3,024-17.1% | $3,985-37.1% | $4,125-39.2% |
| Admin fee / account holder | $2,622 | $5,474-52.1% | $6,852-61.7% | $5,651-53.6% |