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 | $28,269 | $29,660-4.7% | $56,411-49.9% | $80,856-65.0% |
| Participation rate | 31.4% | 41.6%-10.2pp | 52.5%-21.0pp | 67.6%-36.2pp |
| Annual return | 12.69% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $552 | $669-17.5% | $1,039-46.9% | $2,755-80.0% |
| Participant deferral / active EE | $805 | $1,226-34.4% | $1,952-58.8% | $4,296-81.3% |
| Admin fee / account holder | $1,664 | $2,428-31.5% | $2,829-41.2% | $6,918-76.0% |