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 | $42,979 | $65,561-34.4% | $86,188-50.1% | $75,163-42.8% |
| Participation rate | 40.7% | 60.5%-19.8pp | 69.0%-28.3pp | 67.2%-26.5pp |
| Annual return | 25.89% | 46.05%-20.2pp | 1168.45%-1142.6pp | 160.62%-134.7pp |
| Employer contribution / active EE | $464 | $1,553-70.1% | $2,380-80.5% | $2,670-82.6% |
| Participant deferral / active EE | $1,610 | $3,024-46.7% | $3,985-59.6% | $4,125-61.0% |
| Admin fee / account holder | $1,025 | $5,474-81.3% | $6,852-85.0% | $5,651-81.9% |