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 | $27,200 | $60,124-54.8% | $90,404-69.9% | $79,858-65.9% |
| Participation rate | 68.9% | 65.0%+3.9pp | 72.7%-3.8pp | 69.6%-0.7pp |
| Annual return | 13.59% | 71.94%-58.4pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $765 | $2,068-63.0% | $3,262-76.5% | $2,471-69.0% |
| Participant deferral / active EE | $1,323 | $2,938-55.0% | $3,963-66.6% | $3,740-64.6% |
| Admin fee / account holder | $2,491 | $3,976-37.4% | $5,611-55.6% | $5,306-53.1% |