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 | $29,703 | $49,922-40.5% | $80,569-63.1% | $75,163-60.5% |
| Participation rate | 36.7% | 55.3%-18.6pp | 67.0%-30.3pp | 67.2%-30.5pp |
| Annual return | 16.98% | 34.69%-17.7pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $804 | $1,698-52.6% | $2,723-70.5% | $2,670-69.9% |
| Participant deferral / active EE | $1,750 | $2,990-41.5% | $4,447-60.6% | $4,125-57.6% |
| Admin fee / account holder | $4,097 | $3,577+14.5% | $5,377-23.8% | $5,651-27.5% |