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 | $22,098 | $99,921-77.9% | $85,009-74.0% | $145,959-84.9% |
| Participation rate | 45.8% | 74.1%-28.3pp | 67.5%-21.7pp | 80.3%-34.5pp |
| Annual return | 13.54% | 83.89%-70.3pp | 66.47%-52.9pp | 561.95%-548.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,717 | $5,293-67.6% | $4,522-62.0% | $6,689-74.3% |
| Admin fee / account holder | $1,784 | $7,252-75.4% | $6,153-71.0% | $13,398-86.7% |