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 | $34,761 | $60,124-42.2% | $90,404-61.5% | $79,858-56.5% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-17.9pp |
| Annual return | 17.97% | 71.94%-54.0pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $853 | $2,068-58.8% | $3,262-73.9% | $2,471-65.5% |
| Participant deferral / active EE | $2,493 | $2,938-15.2% | $3,963-37.1% | $3,740-33.4% |
| Admin fee / account holder | $1,833 | $3,976-53.9% | $5,611-67.3% | $5,306-65.4% |