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 | $65,461 | $99,079-33.9% | $77,999-16.1% | $273,961-76.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.5%-20.5pp | 83.0%-28.0pp |
| Annual return | 9.02% | 217.93%-208.9pp | 425.96%-416.9pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,446 | $4,306-66.4% | $3,497-58.6% | $5,287-72.6% |
| Admin fee / account holder | $451 | $8,954-95.0% | $5,480-91.8% | $10,132-95.5% |