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 | $68,044 | $109,817-38.0% | $98,442-30.9% | $167,490-59.4% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 14.04% | 1956.69%-1942.7pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $393 | $3,224-87.8% | $2,960-86.7% | $4,837-91.9% |
| Participant deferral / active EE | $1,917 | $4,673-59.0% | $4,276-55.2% | $6,341-69.8% |
| Admin fee / account holder | $900 | $6,753-86.7% | $5,949-84.9% | $12,309-92.7% |