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 | $28,579 | $65,409-56.3% | $98,442-71.0% | $85,850-66.7% |
| Participation rate | 55.4% | 65.0%-9.6pp | 73.3%-18.0pp | 69.3%-13.9pp |
| Annual return | 12.63% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $414 | $2,168-80.9% | $2,960-86.0% | $2,565-83.9% |
| Participant deferral / active EE | $1,401 | $3,166-55.8% | $4,276-67.2% | $3,952-64.6% |
| Admin fee / account holder | $1,882 | $4,593-59.0% | $5,949-68.4% | $6,260-69.9% |