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 | $22,955 | $57,281-59.9% | $86,612-73.5% | $75,163-69.5% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 19.18% | 2670.75%-2651.6pp | 591.07%-571.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $614 | $2,314-73.5% | $3,022-79.7% | $2,670-77.0% |
| Participant deferral / active EE | $1,443 | $3,318-56.5% | $4,438-67.5% | $4,125-65.0% |
| Admin fee / account holder | $537 | $4,112-86.9% | $5,614-90.4% | $5,651-90.5% |