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 | $31,982 | $70,606-54.7% | $53,898-40.7% | $142,382-77.5% |
| Participation rate | 53.3% | 63.7%-10.4pp | 55.0%-1.6pp | 80.1%-26.8pp |
| Annual return | 20.72% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $607 | $1,202-49.5% | $932-34.9% | $4,299-85.9% |
| Participant deferral / active EE | $1,363 | $2,364-42.3% | $1,826-25.4% | $6,507-79.1% |
| Admin fee / account holder | $1,188 | $2,852-58.4% | $2,491-52.3% | $12,624-90.6% |