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 | $68,183 | $144,119-52.7% | $117,854-42.1% | $147,584-53.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 17.51% | 531.15%-513.6pp | 335.08%-317.6pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,292 | $4,896-73.6% | $3,786-65.9% | $4,876-73.5% |
| Participant deferral / active EE | $1,729 | $5,316-67.5% | $4,482-61.4% | $5,439-68.2% |
| Admin fee / account holder | $3,898 | $10,886-64.2% | $8,020-51.4% | $10,885-64.2% |