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 | $49,801 | $96,635-48.5% | $86,612-42.5% | $139,434-64.3% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 20.05% | 106.41%-86.4pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $953 | $3,263-70.8% | $3,022-68.5% | $4,751-79.9% |
| Participant deferral / active EE | $5,196 | $4,836+7.4% | $4,438+17.1% | $6,710-22.6% |
| Admin fee / account holder | $920 | $6,408-85.6% | $5,614-83.6% | $11,403-91.9% |