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 | $41,613 | $60,124-30.8% | $90,404-54.0% | $79,858-47.9% |
| Participation rate | 37.1% | 65.0%-27.9pp | 72.7%-35.6pp | 69.6%-32.5pp |
| Annual return | 14.99% | 71.94%-57.0pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $431 | $2,068-79.1% | $3,262-86.8% | $2,471-82.5% |
| Participant deferral / active EE | $1,020 | $2,938-65.3% | $3,963-74.3% | $3,740-72.7% |
| Admin fee / account holder | $2,003 | $3,976-49.6% | $5,611-64.3% | $5,306-62.2% |