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 | $10,109 | $100,852-90.0% | $90,404-88.8% | $158,922-93.6% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.7%-28.9pp | 82.0%-38.2pp |
| Annual return | 10.50% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,072 | $4,348-75.3% | $3,963-72.9% | $5,982-82.1% |
| Admin fee / account holder | $4,563 | $6,501-29.8% | $5,611-18.7% | $11,246-59.4% |