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 | $28,066 | $57,281-51.0% | $86,612-67.6% | $75,163-62.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 15.62% | 2670.75%-2655.1pp | 591.07%-575.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,666 | $2,314-28.0% | $3,022-44.9% | $2,670-37.6% |
| Participant deferral / active EE | $2,006 | $3,318-39.5% | $4,438-54.8% | $4,125-51.4% |
| Admin fee / account holder | $734 | $4,112-82.2% | $5,614-86.9% | $5,651-87.0% |