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 | $30,845 | $57,281-46.2% | $86,612-64.4% | $75,163-59.0% |
| Participation rate | 43.2% | 63.2%-20.0pp | 71.7%-28.5pp | 67.2%-23.9pp |
| Annual return | 16.51% | 2670.75%-2654.2pp | 591.07%-574.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $506 | $2,314-78.1% | $3,022-83.3% | $2,670-81.1% |
| Participant deferral / active EE | $1,339 | $3,318-59.6% | $4,438-69.8% | $4,125-67.5% |
| Admin fee / account holder | $1,563 | $4,112-62.0% | $5,614-72.2% | $5,651-72.3% |