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 | $56,544 | $96,635-41.5% | $86,612-34.7% | $139,434-59.4% |
| Participation rate | 45.0% | 74.4%-29.4pp | 71.7%-26.7pp | 80.3%-35.3pp |
| Annual return | 19.00% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,578 | $3,263-51.6% | $3,022-47.8% | $4,751-66.8% |
| Participant deferral / active EE | $2,684 | $4,836-44.5% | $4,438-39.5% | $6,710-60.0% |
| Admin fee / account holder | $562 | $6,408-91.2% | $5,614-90.0% | $11,403-95.1% |