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 | $24,926 | $58,694-57.5% | $142,863-82.6% | $85,850-71.0% |
| Participation rate | 55.4% | 58.5%-3.1pp | 71.9%-16.5pp | 69.3%-13.9pp |
| Annual return | 16.56% | 27.72%-11.2pp | 5637.54%-5621.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $347 | $1,423-75.6% | $4,144-91.6% | $2,565-86.5% |
| Participant deferral / active EE | $2,411 | $2,607-7.5% | $3,837-37.2% | $3,952-39.0% |
| Admin fee / account holder | $599 | $4,239-85.9% | $6,560-90.9% | $6,260-90.4% |