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 | $47,465 | $69,207-31.4% | $64,056-25.9% | $139,434-66.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.59% | 45.88%-31.3pp | 33.69%-19.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,600 | $4,682-23.1% | $3,880-7.2% | $6,710-46.4% |
| Admin fee / account holder | $1,562 | $4,244-63.2% | $3,068-49.1% | $11,403-86.3% |