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 | $28,979 | $155,788-81.4% | $124,672-76.8% | $167,490-82.7% |
| Participation rate | 68.8% | 81.1%-12.4pp | 74.6%-5.9pp | 82.1%-13.4pp |
| Annual return | 16.69% | 17.97%-1.3pp | 5142.93%-5126.2pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,084 | $4,163-74.0% | $3,324-67.4% | $4,837-77.6% |
| Participant deferral / active EE | $1,626 | $5,673-71.3% | $4,614-64.8% | $6,341-74.4% |
| Admin fee / account holder | $1,327 | $9,531-86.1% | $7,493-82.3% | $12,309-89.2% |