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 | $17,401 | $60,124-71.1% | $90,404-80.8% | $79,858-78.2% |
| Participation rate | 64.7% | 65.0%-0.3pp | 72.7%-8.0pp | 69.6%-4.9pp |
| Annual return | 19.19% | 71.94%-52.8pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $420 | $2,068-79.7% | $3,262-87.1% | $2,471-83.0% |
| Participant deferral / active EE | $1,723 | $2,938-41.3% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $1,102 | $3,976-72.3% | $5,611-80.4% | $5,306-79.2% |