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 | $33,937 | $49,922-32.0% | $80,569-57.9% | $75,163-54.8% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 16.15% | 34.69%-18.5pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,595 | $2,990-46.7% | $4,447-64.1% | $4,125-61.3% |
| Admin fee / account holder | $4,133 | $3,577+15.5% | $5,377-23.1% | $5,651-26.9% |