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 | $24,149 | $57,281-57.8% | $86,612-72.1% | $75,163-67.9% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.4pp |
| Annual return | 21.35% | 2670.75%-2649.4pp | 591.07%-569.7pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,065 | $2,314-54.0% | $3,022-64.8% | $2,670-60.1% |
| Participant deferral / active EE | $1,451 | $3,318-56.3% | $4,438-67.3% | $4,125-64.8% |
| Admin fee / account holder | $1,859 | $4,112-54.8% | $5,614-66.9% | $5,651-67.1% |