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 | $21,976 | $99,079-77.8% | $77,999-71.8% | $273,961-92.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 3.10% | 217.93%-214.8pp | 425.96%-422.9pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,200 | $3,308-63.7% | $2,470-51.4% | $4,869-75.4% |
| Participant deferral / active EE | $1,097 | $4,306-74.5% | $3,497-68.6% | $5,287-79.2% |
| Admin fee / account holder | $307 | $8,954-96.6% | $5,480-94.4% | $10,132-97.0% |