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 | $43,033 | $60,124-28.4% | $90,404-52.4% | $79,858-46.1% |
| Participation rate | 55.6% | 65.0%-9.4pp | 72.7%-17.1pp | 69.6%-14.1pp |
| Annual return | 15.46% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $482 | $2,068-76.7% | $3,262-85.2% | $2,471-80.5% |
| Participant deferral / active EE | $2,371 | $2,938-19.3% | $3,963-40.2% | $3,740-36.6% |
| Admin fee / account holder | $22,491 | $3,976+465.6% | $5,611+300.8% | $5,306+323.8% |