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 | $18,308 | $57,281-68.0% | $86,612-78.9% | $75,163-75.6% |
| Participation rate | 57.3% | 63.2%-5.9pp | 71.7%-14.4pp | 67.2%-9.9pp |
| Annual return | 18.78% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $689 | $2,314-70.2% | $3,022-77.2% | $2,670-74.2% |
| Participant deferral / active EE | $1,423 | $3,318-57.1% | $4,438-67.9% | $4,125-65.5% |
| Admin fee / account holder | $2,366 | $4,112-42.5% | $5,614-57.9% | $5,651-58.1% |