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 | $26,667 | $65,409-59.2% | $98,442-72.9% | $85,850-68.9% |
| Participation rate | 63.6% | 65.0%-1.4pp | 73.3%-9.7pp | 69.3%-5.7pp |
| Annual return | 17.91% | 21.76%-3.8pp | 1492.73%-1474.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,441 | $3,166-22.9% | $4,276-42.9% | $3,952-38.2% |
| Admin fee / account holder | $777 | $4,593-83.1% | $5,949-86.9% | $6,260-87.6% |