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 | $24,510 | $49,173-50.2% | $121,098-79.8% | $75,163-67.4% |
| Participation rate | 22.8% | 55.4%-32.6pp | 69.5%-46.7pp | 67.2%-44.4pp |
| Annual return | 15.09% | 55.99%-40.9pp | 985.75%-970.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,112 | $2,628-57.7% | $4,080-72.8% | $4,125-73.1% |
| Admin fee / account holder | $2,024 | $3,942-48.7% | $5,644-64.1% | $5,651-64.2% |