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 | $25,506 | $60,124-57.6% | $90,404-71.8% | $79,858-68.1% |
| Participation rate | 30.6% | 65.0%-34.4pp | 72.7%-42.1pp | 69.6%-39.1pp |
| Annual return | 18.94% | 71.94%-53.0pp | 1293.02%-1274.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,066 | $2,938-63.7% | $3,963-73.1% | $3,740-71.5% |
| Admin fee / account holder | $804 | $3,976-79.8% | $5,611-85.7% | $5,306-84.9% |