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 | $66,028 | $102,547-35.6% | $78,210-15.6% | $147,584-55.3% |
| Participation rate | 57.1% | 74.4%-17.3pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 7.14% | 51.08%-43.9pp | 40.90%-33.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,560 | $3,481-55.2% | $2,823-44.7% | $5,439-71.3% |
| Admin fee / account holder | $7,612 | $5,059+50.5% | $3,758+102.5% | $10,885-30.1% |