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 | $20,102 | $30,400-33.9% | $53,898-62.7% | $84,808-76.3% |
| Participation rate | 45.7% | 46.4%-0.7pp | 55.0%-9.2pp | 68.3%-22.6pp |
| Annual return | 19.15% | 500.19%-481.0pp | 528.60%-509.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $748 | $603+24.1% | $932-19.8% | $2,631-71.6% |
| Participant deferral / active EE | $1,117 | $1,199-6.8% | $1,826-38.8% | $4,212-73.5% |
| Admin fee / account holder | $814 | $1,993-59.1% | $2,491-67.3% | $7,344-88.9% |