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 | $22,439 | $48,570-53.8% | $130,648-82.8% | $72,985-69.3% |
| Participation rate | 35.0% | 58.6%-23.6pp | 71.7%-36.7pp | 69.5%-34.5pp |
| Annual return | 24.62% | 38.63%-14.0pp | 1708.96%-1684.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $732 | $1,334-45.1% | $4,092-82.1% | $2,440-70.0% |
| Participant deferral / active EE | $1,314 | $2,384-44.9% | $3,603-63.5% | $3,607-63.6% |
| Admin fee / account holder | $950 | $3,549-73.2% | $5,464-82.6% | $5,124-81.5% |