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 | $21,361 | $58,694-63.6% | $142,863-85.0% | $85,850-75.1% |
| Participation rate | 25.9% | 58.5%-32.6pp | 71.9%-46.1pp | 69.3%-43.5pp |
| Annual return | 13.32% | 27.72%-14.4pp | 5637.54%-5624.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,059 | $2,607-59.4% | $3,837-72.4% | $3,952-73.2% |
| Admin fee / account holder | $1,730 | $4,239-59.2% | $6,560-73.6% | $6,260-72.4% |