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 | $55,264 | $99,020-44.2% | $86,590-36.2% | $147,584-62.6% |
| Participation rate | 34.8% | 76.3%-41.6pp | 73.5%-38.8pp | 82.8%-48.0pp |
| Annual return | 19.27% | 1312.34%-1293.1pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,893 | $3,972-27.2% | $3,609-19.8% | $5,439-46.8% |
| Admin fee / account holder | $419 | $5,710-92.7% | $4,906-91.5% | $10,885-96.1% |