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 | $35,725 | $60,124-40.6% | $90,404-60.5% | $79,858-55.3% |
| Participation rate | 24.1% | 65.0%-40.8pp | 72.7%-48.5pp | 69.6%-45.5pp |
| Annual return | 11.14% | 71.94%-60.8pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $427 | $2,068-79.4% | $3,262-86.9% | $2,471-82.7% |
| Participant deferral / active EE | $935 | $2,938-68.2% | $3,963-76.4% | $3,740-75.0% |
| Admin fee / account holder | $1,749 | $3,976-56.0% | $5,611-68.8% | $5,306-67.0% |