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 | $78,456 | $132,634-40.8% | $115,768-32.2% | $137,256-42.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 16.31% | 160.70%-144.4pp | 100.46%-84.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,853 | $5,619+39.8% | $4,917+59.7% | $6,407+22.6% |
| Admin fee / account holder | $485 | $15,028-96.8% | $12,439-96.1% | $12,270-96.0% |