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 | $19,118 | $104,486-81.7% | $76,817-75.1% | $152,861-87.5% |
| Participation rate | 25.0% | 76.6%-51.6pp | 72.1%-47.1pp | 82.4%-57.4pp |
| Annual return | 23.23% | 1013.37%-990.1pp | 1166.11%-1142.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $409 | $3,116-86.9% | $2,302-82.2% | $4,762-91.4% |
| Participant deferral / active EE | $1,901 | $4,236-55.1% | $3,336-43.0% | $5,850-67.5% |
| Admin fee / account holder | $907 | $12,275-92.6% | $6,420-85.9% | $11,596-92.2% |