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 | $28,176 | $60,124-53.1% | $90,404-68.8% | $79,858-64.7% |
| Participation rate | 61.1% | 65.0%-3.9pp | 72.7%-11.6pp | 69.6%-8.5pp |
| Annual return | 19.47% | 71.94%-52.5pp | 1293.02%-1273.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $508 | $2,068-75.4% | $3,262-84.4% | $2,471-79.4% |
| Participant deferral / active EE | $1,149 | $2,938-60.9% | $3,963-71.0% | $3,740-69.3% |
| Admin fee / account holder | $1,059 | $3,976-73.4% | $5,611-81.1% | $5,306-80.0% |