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 | $48,164 | $58,927-18.3% | $76,817-37.3% | $72,985-34.0% |
| Participation rate | 41.7% | 67.3%-25.7pp | 72.1%-30.4pp | 69.5%-27.8pp |
| Annual return | 17.69% | 2305.64%-2288.0pp | 1166.11%-1148.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,707 | $2,690-36.6% | $3,336-48.8% | $3,607-52.7% |
| Admin fee / account holder | $3,380 | $4,013-15.8% | $6,420-47.4% | $5,124-34.0% |