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 | $100,094 | $112,096-10.7% | $95,952+4.3% | $158,922-37.0% |
| Participation rate | 38.1% | 79.0%-40.9pp | 77.1%-39.0pp | 82.0%-43.9pp |
| Annual return | 8.44% | 171.09%-162.7pp | 91.61%-83.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,329 | $4,784-51.3% | $4,167-44.1% | $5,982-61.1% |
| Admin fee / account holder | $1,854 | $10,130-81.7% | $6,795-72.7% | $11,246-83.5% |