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 | $48,669 | $149,040-67.3% | $120,225-59.5% | $137,256-64.5% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 11.41% | 605.68%-594.3pp | 439.23%-427.8pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,598 | $4,655-65.7% | $3,999-60.0% | $6,407-75.1% |
| Admin fee / account holder | $5,547 | $6,348-12.6% | $5,696-2.6% | $12,270-54.8% |