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 | $58,290 | $51,576+13.0% | $129,207-54.9% | $80,856-27.9% |
| Participation rate | 11.9% | 57.0%-45.1pp | 69.6%-57.7pp | 67.6%-55.7pp |
| Annual return | 18.92% | 20.81%-1.9pp | 9417.33%-9398.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,029 | $2,669-61.4% | $4,168-75.3% | $4,296-76.0% |
| Admin fee / account holder | $1,316 | $4,305-69.4% | $7,715-82.9% | $6,918-81.0% |