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 | $22,542 | $60,124-62.5% | $90,404-75.1% | $79,858-71.8% |
| Participation rate | 44.1% | 65.0%-20.9pp | 72.7%-28.6pp | 69.6%-25.5pp |
| Annual return | 18.27% | 71.94%-53.7pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,249 | $2,068-39.6% | $3,262-61.7% | $2,471-49.4% |
| Participant deferral / active EE | $1,975 | $2,938-32.8% | $3,963-50.2% | $3,740-47.2% |
| Admin fee / account holder | $1,536 | $3,976-61.4% | $5,611-72.6% | $5,306-71.1% |