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 | $84,784 | $109,327-22.4% | $89,391-5.2% | $158,922-46.7% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 16.06% | 345.68%-329.6pp | 245.62%-229.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,026 | $3,170-67.6% | $2,586-60.3% | $4,761-78.4% |
| Participant deferral / active EE | $2,516 | $4,598-45.3% | $3,890-35.3% | $5,982-57.9% |
| Admin fee / account holder | $2,843 | $6,153-53.8% | $4,881-41.8% | $11,246-74.7% |