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 | $49,889 | $112,096-55.5% | $95,952-48.0% | $158,922-68.6% |
| Participation rate | 57.9% | 79.0%-21.1pp | 77.1%-19.2pp | 82.0%-24.1pp |
| Annual return | 13.70% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,510 | $4,784-68.4% | $4,167-63.8% | $5,982-74.8% |
| Admin fee / account holder | $847 | $10,130-91.6% | $6,795-87.5% | $11,246-92.5% |