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 | $23,324 | $176,662-86.8% | $130,648-82.1% | $152,861-84.7% |
| Participation rate | 45.5% | 79.0%-33.5pp | 71.7%-26.3pp | 82.4%-37.0pp |
| Annual return | 21.38% | 2692.24%-2670.9pp | 1708.96%-1687.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $650 | $5,742-88.7% | $4,092-84.1% | $4,762-86.4% |
| Participant deferral / active EE | $915 | $4,361-79.0% | $3,603-74.6% | $5,850-84.4% |
| Admin fee / account holder | $753 | $7,133-89.4% | $5,464-86.2% | $11,596-93.5% |