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 | $31,113 | $65,409-52.4% | $98,442-68.4% | $85,850-63.8% |
| Participation rate | 63.0% | 65.0%-2.0pp | 73.3%-10.4pp | 69.3%-6.4pp |
| Annual return | 14.33% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $811 | $2,168-62.6% | $2,960-72.6% | $2,565-68.4% |
| Participant deferral / active EE | $1,432 | $3,166-54.8% | $4,276-66.5% | $3,952-63.8% |
| Admin fee / account holder | $1,110 | $4,593-75.8% | $5,949-81.3% | $6,260-82.3% |