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 | $28,001 | $29,667-5.6% | $56,441-50.4% | $80,874-65.4% |
| Participation rate | 11.9% | 41.7%-29.7pp | 52.5%-40.6pp | 67.6%-55.7pp |
| Annual return | 10.70% | 35.22%-24.5pp | 1704.21%-1693.5pp | 35.62%-24.9pp |
| Employer contribution / active EE | $172 | $669-74.3% | $1,039-83.4% | $2,756-93.8% |
| Participant deferral / active EE | $522 | $1,227-57.5% | $1,953-73.3% | $4,297-87.9% |
| Admin fee / account holder | $1,384 | $2,429-43.0% | $2,829-51.1% | $6,935-80.0% |