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 | $18,454 | $65,409-71.8% | $98,442-81.3% | $85,850-78.5% |
| Participation rate | 49.2% | 65.0%-15.8pp | 73.3%-24.2pp | 69.3%-20.1pp |
| Annual return | 12.58% | 21.76%-9.2pp | 1492.73%-1480.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $713 | $2,168-67.1% | $2,960-75.9% | $2,565-72.2% |
| Participant deferral / active EE | $1,085 | $3,166-65.7% | $4,276-74.6% | $3,952-72.5% |
| Admin fee / account holder | $2,868 | $4,593-37.6% | $5,949-51.8% | $6,260-54.2% |