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 | $16,079 | $51,638-68.9% | $68,368-76.5% | $82,448-80.5% |
| Participation rate | 53.3% | 63.6%-10.3pp | 73.8%-20.4pp | 68.1%-14.7pp |
| Annual return | 24.67% | 37.53%-12.9pp | 292.57%-267.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,830 | $2,047-10.6% | $2,649-30.9% | $2,551-28.3% |
| Participant deferral / active EE | $2,574 | $2,914-11.6% | $4,123-37.6% | $4,139-37.8% |
| Admin fee / account holder | $3,114 | $4,643-32.9% | $5,150-39.5% | $7,234-57.0% |