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 | $23,114 | $60,124-61.6% | $90,404-74.4% | $79,858-71.1% |
| Participation rate | 36.6% | 65.0%-28.4pp | 72.7%-36.1pp | 69.6%-33.0pp |
| Annual return | 10.99% | 71.94%-61.0pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,012 | $2,068-51.1% | $3,262-69.0% | $2,471-59.0% |
| Participant deferral / active EE | $1,378 | $2,938-53.1% | $3,963-65.2% | $3,740-63.2% |
| Admin fee / account holder | $448 | $3,976-88.7% | $5,611-92.0% | $5,306-91.6% |