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 | $26,727 | $88,751-69.9% | $81,812-67.3% | $145,922-81.7% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 16.65% | 1025.40%-1008.8pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,776 | $3,083-42.4% | $2,912-39.0% | $4,660-61.9% |
| Participant deferral / active EE | $2,029 | $4,643-56.3% | $4,319-53.0% | $6,688-69.7% |
| Admin fee / account holder | $2,321 | $8,415-72.4% | $7,386-68.6% | $13,397-82.7% |