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 | $28,050 | $60,124-53.3% | $90,404-69.0% | $79,858-64.9% |
| Participation rate | 47.5% | 65.0%-17.5pp | 72.7%-25.2pp | 69.6%-22.2pp |
| Annual return | 22.82% | 71.94%-49.1pp | 1293.02%-1270.2pp | 31.71%-8.9pp |
| Employer contribution / active EE | $347 | $2,068-83.2% | $3,262-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $869 | $2,938-70.4% | $3,963-78.1% | $3,740-76.8% |
| Admin fee / account holder | $955 | $3,976-76.0% | $5,611-83.0% | $5,306-82.0% |