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 | $26,279 | $58,694-55.2% | $142,863-81.6% | $85,850-69.4% |
| Participation rate | 55.1% | 58.5%-3.4pp | 71.9%-16.8pp | 69.3%-14.2pp |
| Annual return | 12.41% | 27.72%-15.3pp | 5637.54%-5625.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $724 | $1,423-49.1% | $4,144-82.5% | $2,565-71.8% |
| Participant deferral / active EE | $2,544 | $2,607-2.4% | $3,837-33.7% | $3,952-35.6% |
| Admin fee / account holder | $3,528 | $4,239-16.8% | $6,560-46.2% | $6,260-43.6% |