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 | $21,547 | $102,966-79.1% | $90,281-76.1% | $152,861-85.9% |
| Participation rate | 45.0% | 75.9%-30.9pp | 73.3%-28.3pp | 82.4%-37.4pp |
| Annual return | 19.47% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,116 | $4,281-73.9% | $3,885-71.3% | $5,850-80.9% |
| Admin fee / account holder | $1,260 | $6,171-79.6% | $5,351-76.5% | $11,596-89.1% |