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 | $44,846 | $176,662-74.6% | $130,648-65.7% | $152,861-70.7% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.4%-57.4pp |
| Annual return | 20.68% | 2692.24%-2671.6pp | 1708.96%-1688.3pp | 345.32%-324.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,114 | $4,361-51.5% | $3,603-41.3% | $5,850-63.9% |
| Admin fee / account holder | $4,269 | $7,133-40.2% | $5,464-21.9% | $11,596-63.2% |