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 | $18,172 | $76,738-76.3% | $56,411-67.8% | $145,922-87.5% |
| Participation rate | 45.8% | 63.2%-17.4pp | 52.5%-6.6pp | 80.3%-34.4pp |
| Annual return | 10.79% | 2994.23%-2983.4pp | 1701.33%-1690.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $546 | $1,380-60.4% | $1,039-47.4% | $4,660-88.3% |
| Participant deferral / active EE | $1,021 | $2,623-61.1% | $1,952-47.7% | $6,688-84.7% |
| Admin fee / account holder | $345 | $3,334-89.7% | $2,829-87.8% | $13,397-97.4% |