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 | $52,579 | $112,096-53.1% | $95,952-45.2% | $158,922-66.9% |
| Participation rate | 59.1% | 79.0%-19.9pp | 77.1%-18.0pp | 82.0%-22.9pp |
| Annual return | 12.63% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,232 | $4,784+9.4% | $4,167+25.6% | $5,982-12.5% |
| Admin fee / account holder | $24,134 | $10,130+138.2% | $6,795+255.2% | $11,246+114.6% |