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 | $46,703 | $105,181-55.6% | $159,436-70.7% | $85,850-45.6% |
| Participation rate | 50.5% | 75.8%-25.2pp | 82.8%-32.3pp | 69.3%-18.8pp |
| Annual return | 13.41% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,773 | $5,945-53.4% | $7,352-62.3% | $3,952-29.8% |
| Admin fee / account holder | $2,245 | $6,933-67.6% | $10,799-79.2% | $6,260-64.1% |