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 | $24,432 | $54,517-55.2% | $75,972-67.8% | $74,495-67.2% |
| Participation rate | 59.6% | 60.3%-0.7pp | 69.1%-9.4pp | 67.2%-7.6pp |
| Annual return | 18.74% | 31.82%-13.1pp | 359.55%-340.8pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $539 | $1,777-69.7% | $2,685-79.9% | $2,623-79.4% |
| Participant deferral / active EE | $2,191 | $3,066-28.5% | $4,255-48.5% | $4,346-49.6% |
| Admin fee / account holder | $4,338 | $2,229+94.6% | $6,467-32.9% | $1,942+123.4% |