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 | $27,593 | $60,124-54.1% | $90,404-69.5% | $79,858-65.4% |
| Participation rate | 24.5% | 65.0%-40.5pp | 72.7%-48.2pp | 69.6%-45.1pp |
| Annual return | 22.63% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $701 | $2,068-66.1% | $3,262-78.5% | $2,471-71.6% |
| Participant deferral / active EE | $1,252 | $2,938-57.4% | $3,963-68.4% | $3,740-66.5% |
| Admin fee / account holder | $520 | $3,976-86.9% | $5,611-90.7% | $5,306-90.2% |