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 | $25,888 | $60,124-56.9% | $90,404-71.4% | $79,858-67.6% |
| Participation rate | 60.5% | 65.0%-4.5pp | 72.7%-12.2pp | 69.6%-9.1pp |
| Annual return | 13.95% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $962 | $2,068-53.5% | $3,262-70.5% | $2,471-61.1% |
| Participant deferral / active EE | $1,453 | $2,938-50.6% | $3,963-63.3% | $3,740-61.2% |
| Admin fee / account holder | $721 | $3,976-81.9% | $5,611-87.2% | $5,306-86.4% |