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 | $31,273 | $102,382-69.5% | $147,005-78.7% | $80,874-61.3% |
| Participation rate | 67.9% | 75.8%-8.0pp | 82.2%-14.3pp | 67.6%+0.2pp |
| Annual return | 12.41% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,103 | $6,646+37.0% | $8,070+12.8% | $4,297+111.9% |
| Admin fee / account holder | $36,767 | $7,942+362.9% | $13,006+182.7% | $6,935+430.1% |