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 | $16,490 | $60,124-72.6% | $90,404-81.8% | $79,858-79.4% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.3pp |
| Annual return | 18.28% | 71.94%-53.7pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $519 | $2,068-74.9% | $3,262-84.1% | $2,471-79.0% |
| Participant deferral / active EE | $950 | $2,938-67.7% | $3,963-76.0% | $3,740-74.6% |
| Admin fee / account holder | $2,269 | $3,976-42.9% | $5,611-59.6% | $5,306-57.2% |