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 | $27,295 | $60,124-54.6% | $90,404-69.8% | $79,858-65.8% |
| Participation rate | 67.3% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.3pp |
| Annual return | 15.46% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $917 | $2,068-55.6% | $3,262-71.9% | $2,471-62.9% |
| Participant deferral / active EE | $2,835 | $2,938-3.5% | $3,963-28.5% | $3,740-24.2% |
| Admin fee / account holder | $1,443 | $3,976-63.7% | $5,611-74.3% | $5,306-72.8% |