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 | $36,901 | $112,881-67.3% | $90,951-59.4% | $158,922-76.8% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 15.07% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,336 | $4,128-43.4% | $3,373-30.7% | $5,982-60.9% |
| Admin fee / account holder | $15,855 | $8,041+97.2% | $5,959+166.1% | $11,246+41.0% |