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 | $30,415 | $60,124-49.4% | $90,404-66.4% | $79,858-61.9% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 12.11% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $892 | $2,068-56.9% | $3,262-72.7% | $2,471-63.9% |
| Participant deferral / active EE | $2,593 | $2,938-11.8% | $3,963-34.6% | $3,740-30.7% |
| Admin fee / account holder | $15,406 | $3,976+287.4% | $5,611+174.6% | $5,306+190.3% |