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 | $67,024 | $102,966-34.9% | $90,281-25.8% | $152,861-56.2% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 18.79% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $179 | $3,139-94.3% | $2,854-93.7% | $4,762-96.2% |
| Participant deferral / active EE | $1,833 | $4,281-57.2% | $3,885-52.8% | $5,850-68.7% |
| Admin fee / account holder | $21,286 | $6,171+244.9% | $5,351+297.8% | $11,596+83.6% |