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 | $16,599 | $44,850-63.0% | $60,547-72.6% | $59,632-72.2% |
| Participation rate | 22.5% | 59.5%-36.9pp | 68.0%-45.4pp | 68.7%-46.1pp |
| Annual return | 2.11% | 1074.14%-1072.0pp | 335.64%-333.5pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $835 | $1,462-42.9% | $2,419-65.5% | $2,203-62.1% |
| Participant deferral / active EE | $1,972 | $2,230-11.6% | $3,328-40.7% | $3,192-38.2% |
| Admin fee / account holder | $634 | $3,635-82.5% | $4,536-86.0% | $4,297-85.2% |