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 | $20,542 | $47,479-56.7% | $62,929-67.4% | $82,448-75.1% |
| Participation rate | 56.5% | 66.9%-10.4pp | 73.1%-16.7pp | 68.1%-11.6pp |
| Annual return | 15.55% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $738 | $1,885-60.9% | $2,505-70.5% | $2,551-71.1% |
| Participant deferral / active EE | $1,823 | $2,870-36.5% | $3,888-53.1% | $4,139-56.0% |
| Admin fee / account holder | $804 | $3,804-78.9% | $5,065-84.1% | $7,234-88.9% |