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 | $27,479 | $60,124-54.3% | $90,404-69.6% | $79,858-65.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 10.60% | 71.94%-61.3pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $499 | $2,068-75.9% | $3,262-84.7% | $2,471-79.8% |
| Participant deferral / active EE | $1,809 | $2,938-38.4% | $3,963-54.4% | $3,740-51.6% |
| Admin fee / account holder | $323 | $3,976-91.9% | $5,611-94.2% | $5,306-93.9% |