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 | $30,690 | $85,766-64.2% | $136,294-77.5% | $70,131-56.2% |
| Participation rate | 26.7% | 74.2%-47.5pp | 81.9%-55.3pp | 69.5%-42.9pp |
| Annual return | 22.02% | 31.45%-9.4pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,241 | $5,051-16.0% | $6,247-32.1% | $3,332+27.3% |
| Admin fee / account holder | $2,071 | $5,420-61.8% | $9,243-77.6% | $4,645-55.4% |