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 | $17,471 | $65,409-73.3% | $98,442-82.3% | $85,850-79.6% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.3%-12.6pp | 69.3%-8.6pp |
| Annual return | 20.34% | 21.76%-1.4pp | 1492.73%-1472.4pp | 318.53%-298.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,917 | $3,166-39.5% | $4,276-55.2% | $3,952-51.5% |
| Admin fee / account holder | $675 | $4,593-85.3% | $5,949-88.6% | $6,260-89.2% |