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 | $23,999 | $98,240-75.6% | $82,313-70.8% | $147,584-83.7% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 16.33% | 30.85%-14.5pp | 25.88%-9.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,506 | $4,383-65.6% | $3,706-59.4% | $5,439-72.3% |
| Admin fee / account holder | $1,946 | $8,563-77.3% | $5,608-65.3% | $10,885-82.1% |