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 | $31,449 | $58,927-46.6% | $76,817-59.1% | $72,985-56.9% |
| Participation rate | 51.9% | 67.3%-15.4pp | 72.1%-20.2pp | 69.5%-17.6pp |
| Annual return | 23.02% | 2305.64%-2282.6pp | 1166.11%-1143.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,715 | $2,690-36.2% | $3,336-48.6% | $3,607-52.5% |
| Admin fee / account holder | $533 | $4,013-86.7% | $6,420-91.7% | $5,124-89.6% |