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 | $16,250 | $49,177-67.0% | $79,464-79.6% | $64,186-74.7% |
| Participation rate | 61.1% | 65.0%-3.9pp | 73.3%-12.2pp | 69.6%-8.5pp |
| Annual return | 321.15% | -1.16%+322.3pp | 718.14%-397.0pp | 7.63%+313.5pp |
| Employer contribution / active EE | $965 | $2,076-53.5% | $2,800-65.6% | $2,381-59.5% |
| Participant deferral / active EE | $1,199 | $2,821-57.5% | $3,704-67.6% | $3,470-65.4% |
| Admin fee / account holder | $2,517 | $3,839-34.4% | $5,113-50.8% | $4,888-48.5% |