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 | $18,400 | $96,305-80.9% | $80,569-77.2% | $139,434-86.8% |
| Participation rate | 30.8% | 73.6%-42.9pp | 67.0%-36.2pp | 80.3%-49.5pp |
| Annual return | 16.50% | 1350.08%-1333.6pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $852 | $3,262-73.9% | $2,723-68.7% | $4,751-82.1% |
| Participant deferral / active EE | $985 | $5,232-81.2% | $4,447-77.8% | $6,710-85.3% |
| Admin fee / account holder | $5,194 | $6,599-21.3% | $5,377-3.4% | $11,403-54.5% |