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 | $37,484 | $60,124-37.7% | $90,404-58.5% | $79,858-53.1% |
| Participation rate | 43.1% | 65.0%-21.9pp | 72.7%-29.6pp | 69.6%-26.6pp |
| Annual return | 14.08% | 71.94%-57.9pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $854 | $2,068-58.7% | $3,262-73.8% | $2,471-65.4% |
| Participant deferral / active EE | $2,205 | $2,938-25.0% | $3,963-44.4% | $3,740-41.0% |
| Admin fee / account holder | $11,139 | $3,976+180.1% | $5,611+98.5% | $5,306+109.9% |