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 | $23,929 | $55,415-56.8% | $155,509-84.6% | $74,495-67.9% |
| Participation rate | 36.6% | 61.9%-25.3pp | 78.2%-41.6pp | 67.2%-30.6pp |
| Annual return | 12.00% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $504 | $2,267-77.8% | $4,672-89.2% | $2,623-80.8% |
| Participant deferral / active EE | $1,168 | $2,836-58.8% | $5,626-79.2% | $4,346-73.1% |
| Admin fee / account holder | $2,450 | $1,738+41.0% | $15,912-84.6% | $1,942+26.2% |