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 | $31,283 | $60,124-48.0% | $90,404-65.4% | $79,858-60.8% |
| Participation rate | 30.4% | 65.0%-34.6pp | 72.7%-42.3pp | 69.6%-39.3pp |
| Annual return | 18.26% | 71.94%-53.7pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $672 | $2,068-67.5% | $3,262-79.4% | $2,471-72.8% |
| Participant deferral / active EE | $1,873 | $2,938-36.3% | $3,963-52.7% | $3,740-49.9% |
| Admin fee / account holder | $1,304 | $3,976-67.2% | $5,611-76.8% | $5,306-75.4% |