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 | $18,916 | $70,756-73.3% | $65,493-71.1% | $142,382-86.7% |
| Participation rate | 63.2% | 77.4%-14.2pp | 73.1%-9.9pp | 80.1%-17.0pp |
| Annual return | 12.06% | 1754.89%-1742.8pp | 982.45%-970.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $493 | $2,881-82.9% | $2,574-80.9% | $4,299-88.5% |
| Participant deferral / active EE | $1,022 | $4,637-78.0% | $3,961-74.2% | $6,507-84.3% |
| Admin fee / account holder | $1,645 | $6,559-74.9% | $5,028-67.3% | $12,624-87.0% |