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 | $41,912 | $60,124-30.3% | $90,404-53.6% | $79,858-47.5% |
| Participation rate | 24.1% | 65.0%-40.9pp | 72.7%-48.6pp | 69.6%-45.6pp |
| Annual return | 13.07% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $925 | $2,938-68.5% | $3,963-76.7% | $3,740-75.3% |
| Admin fee / account holder | $483 | $3,976-87.9% | $5,611-91.4% | $5,306-90.9% |