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 | $29,374 | $60,124-51.1% | $90,404-67.5% | $79,858-63.2% |
| Participation rate | 49.3% | 65.0%-15.7pp | 72.7%-23.4pp | 69.6%-20.3pp |
| Annual return | 19.73% | 71.94%-52.2pp | 1293.02%-1273.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $5,423 | $2,068+162.3% | $3,262+66.2% | $2,471+119.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,107 | $3,976-47.0% | $5,611-62.5% | $5,306-60.3% |