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 | $25,841 | $60,124-57.0% | $90,404-71.4% | $79,858-67.6% |
| Participation rate | 29.8% | 65.0%-35.2pp | 72.7%-42.9pp | 69.6%-39.8pp |
| Annual return | 12.20% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $272 | $2,068-86.8% | $3,262-91.7% | $2,471-89.0% |
| Participant deferral / active EE | $1,796 | $2,938-38.9% | $3,963-54.7% | $3,740-52.0% |
| Admin fee / account holder | $1,034 | $3,976-74.0% | $5,611-81.6% | $5,306-80.5% |