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 | $30,754 | $60,124-48.8% | $90,404-66.0% | $79,858-61.5% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 11.65% | 71.94%-60.3pp | 1293.02%-1281.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $274 | $2,068-86.7% | $3,262-91.6% | $2,471-88.9% |
| Participant deferral / active EE | $992 | $2,938-66.2% | $3,963-75.0% | $3,740-73.5% |
| Admin fee / account holder | $2,338 | $3,976-41.2% | $5,611-58.3% | $5,306-55.9% |