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 | $48,544 | $48,795-0.5% | $65,493-25.9% | $84,808-42.8% |
| Participation rate | 30.4% | 67.0%-36.6pp | 73.1%-42.7pp | 68.3%-38.0pp |
| Annual return | 16.07% | 20.20%-4.1pp | 982.45%-966.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $844 | $2,928-71.2% | $3,961-78.7% | $4,212-80.0% |
| Admin fee / account holder | $2,396 | $3,877-38.2% | $5,028-52.4% | $7,344-67.4% |