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 | $23,416 | $99,020-76.4% | $86,590-73.0% | $147,584-84.1% |
| Participation rate | 21.1% | 76.3%-55.3pp | 73.5%-52.5pp | 82.8%-61.8pp |
| Annual return | 13.43% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,850 | $3,132-9.0% | $2,839+0.4% | $4,876-41.5% |
| Participant deferral / active EE | $3,261 | $3,972-17.9% | $3,609-9.6% | $5,439-40.0% |
| Admin fee / account holder | $11,455 | $5,710+100.6% | $4,906+133.5% | $10,885+5.2% |