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 | $46,116 | $60,124-23.3% | $90,404-49.0% | $79,858-42.3% |
| Participation rate | 42.7% | 65.0%-22.3pp | 72.7%-30.0pp | 69.6%-26.9pp |
| Annual return | 17.73% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $359 | $2,068-82.6% | $3,262-89.0% | $2,471-85.5% |
| Participant deferral / active EE | $850 | $2,938-71.1% | $3,963-78.5% | $3,740-77.3% |
| Admin fee / account holder | $524 | $3,976-86.8% | $5,611-90.7% | $5,306-90.1% |