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 | $45,757 | $84,696-46.0% | $75,696-39.6% | $167,490-72.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 12.49% | 199.36%-186.9pp | 104.53%-92.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,748 | $4,580-61.8% | $3,821-54.3% | $6,341-72.4% |
| Admin fee / account holder | $1,573 | $5,355-70.6% | $3,619-56.5% | $12,309-87.2% |