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 | $16,259 | $84,696-80.8% | $75,696-78.5% | $167,490-90.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 12.90% | 199.36%-186.5pp | 104.53%-91.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,447 | $4,580-68.4% | $3,821-62.1% | $6,341-77.2% |
| Admin fee / account holder | $4,943 | $5,355-7.7% | $3,619+36.6% | $12,309-59.8% |