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 | $53,759 | $226,064-76.2% | $182,532-70.5% | $152,861-64.8% |
| Participation rate | 15.8% | 82.5%-66.7pp | 78.0%-62.2pp | 82.4%-66.7pp |
| Annual return | 11.61% | 192.51%-180.9pp | 148.54%-136.9pp | 345.32%-333.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,232 | $6,368-80.6% | $5,524-77.7% | $5,850-78.9% |
| Admin fee / account holder | $344 | $10,703-96.8% | $8,592-96.0% | $11,596-97.0% |