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 | $41,637 | $60,124-30.7% | $90,404-53.9% | $79,858-47.9% |
| Participation rate | 61.3% | 65.0%-3.7pp | 72.7%-11.4pp | 69.6%-8.3pp |
| Annual return | 10.98% | 71.94%-61.0pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $668 | $2,068-67.7% | $3,262-79.5% | $2,471-73.0% |
| Participant deferral / active EE | $2,315 | $2,938-21.2% | $3,963-41.6% | $3,740-38.1% |
| Admin fee / account holder | $5,037 | $3,976+26.7% | $5,611-10.2% | $5,306-5.1% |