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 | $37,812 | $100,041-62.2% | $149,718-74.7% | $70,131-46.1% |
| Participation rate | 49.0% | 83.6%-34.6pp | 87.1%-38.1pp | 69.5%-20.6pp |
| Annual return | 18.05% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,541 | $3,662-57.9% | $5,445-71.7% | $2,342-34.2% |
| Participant deferral / active EE | $2,432 | $4,983-51.2% | $6,569-63.0% | $3,332-27.0% |
| Admin fee / account holder | $1,983 | $8,286-76.1% | $11,283-82.4% | $4,645-57.3% |