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 | $23,364 | $95,416-75.5% | $185,823-87.4% | $85,850-72.8% |
| Participation rate | 21.8% | 68.8%-46.9pp | 81.7%-59.9pp | 69.3%-47.5pp |
| Annual return | 29.60% | 23.59%+6.0pp | 122.05%-92.5pp | 318.53%-288.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,151 | $3,423-66.4% | $5,568-79.3% | $3,952-70.9% |
| Admin fee / account holder | $4,807 | $7,213-33.3% | $16,237-70.4% | $6,260-23.2% |