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 | $53,830 | $90,600-40.6% | $79,464-32.3% | $135,375-60.2% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 82.6%-17.4pp |
| Annual return | 10.41% | 977.43%-967.0pp | 718.14%-707.7pp | 519.73%-509.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,492 | $4,050+10.9% | $3,704+21.3% | $5,609-19.9% |
| Admin fee / account holder | $2,656 | $5,907-55.0% | $5,113-48.1% | $10,827-75.5% |