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 | $18,210 | $29,660-38.6% | $56,411-67.7% | $80,856-77.5% |
| Participation rate | 28.6% | 41.6%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 13.48% | 35.23%-21.7pp | 1701.33%-1687.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $467 | $669-30.2% | $1,039-55.0% | $2,755-83.0% |
| Participant deferral / active EE | $1,151 | $1,226-6.1% | $1,952-41.0% | $4,296-73.2% |
| Admin fee / account holder | $411 | $2,428-83.1% | $2,829-85.5% | $6,918-94.1% |