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 | $51,650 | $755,339-93.2% | $379,746-86.4% | $158,922-67.5% |
| Participation rate | 68.2% | 81.8%-13.6pp | 78.4%-10.2pp | 82.0%-13.8pp |
| Annual return | 23.12% | 53.41%-30.3pp | 34.90%-11.8pp | 302.83%-279.7pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,283 | $7,938-71.2% | $6,024-62.1% | $5,982-61.8% |
| Admin fee / account holder | $5,483 | $14,482-62.1% | $7,927-30.8% | $11,246-51.2% |