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 | $49,312 | $102,317-51.8% | $146,958-66.4% | $80,856-39.0% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.2%-16.2pp | 67.6%-1.6pp |
| Annual return | 45.26% | 134.76%-89.5pp | 418.34%-373.1pp | 35.59%+9.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,615 | $6,644-15.5% | $8,070-30.4% | $4,296+30.7% |
| Admin fee / account holder | $3,425 | $7,941-56.9% | $12,998-73.6% | $6,918-50.5% |