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 | $17,029 | $100,901-83.1% | $75,670-77.5% | $147,584-88.5% |
| Participation rate | 42.9% | 77.1%-34.3pp | 72.3%-29.5pp | 82.8%-40.0pp |
| Annual return | 7.92% | 35.78%-27.9pp | 27.34%-19.4pp | 578.55%-570.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,789 | $4,027-30.8% | $3,142-11.3% | $5,439-48.7% |
| Admin fee / account holder | $1,209 | $11,285-89.3% | $5,800-79.2% | $10,885-88.9% |