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 | $9,826 | $49,922-80.3% | $80,569-87.8% | $75,163-86.9% |
| Participation rate | 39.8% | 55.3%-15.5pp | 67.0%-27.2pp | 67.2%-27.4pp |
| Annual return | 14.98% | 34.69%-19.7pp | 935.43%-920.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $863 | $2,990-71.2% | $4,447-80.6% | $4,125-79.1% |
| Admin fee / account holder | $579 | $3,577-83.8% | $5,377-89.2% | $5,651-89.8% |