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 | $33,236 | $57,281-42.0% | $86,612-61.6% | $75,163-55.8% |
| Participation rate | 45.7% | 63.2%-17.5pp | 71.7%-26.0pp | 67.2%-21.5pp |
| Annual return | 16.39% | 2670.75%-2654.4pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $766 | $2,314-66.9% | $3,022-74.6% | $2,670-71.3% |
| Participant deferral / active EE | $1,211 | $3,318-63.5% | $4,438-72.7% | $4,125-70.6% |
| Admin fee / account holder | $1,540 | $4,112-62.6% | $5,614-72.6% | $5,651-72.8% |