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 | $37,305 | $60,124-38.0% | $90,404-58.7% | $79,858-53.3% |
| Participation rate | 19.0% | 65.0%-45.9pp | 72.7%-53.6pp | 69.6%-50.6pp |
| Annual return | 16.87% | 71.94%-55.1pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $480 | $2,068-76.8% | $3,262-85.3% | $2,471-80.6% |
| Participant deferral / active EE | $828 | $2,938-71.8% | $3,963-79.1% | $3,740-77.9% |
| Admin fee / account holder | $2,162 | $3,976-45.6% | $5,611-61.5% | $5,306-59.3% |