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 | $19,842 | $96,635-79.5% | $86,612-77.1% | $139,434-85.8% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 17.78% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,049 | $3,263-67.9% | $3,022-65.3% | $4,751-77.9% |
| Participant deferral / active EE | $1,491 | $4,836-69.2% | $4,438-66.4% | $6,710-77.8% |
| Admin fee / account holder | $1,672 | $6,408-73.9% | $5,614-70.2% | $11,403-85.3% |