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 | $17,068 | $102,966-83.4% | $90,281-81.1% | $152,861-88.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 154.35% | 95.16%+59.2pp | 78.10%+76.2pp | 345.32%-191.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,600 | $4,281-62.6% | $3,885-58.8% | $5,850-72.7% |
| Admin fee / account holder | $307 | $6,171-95.0% | $5,351-94.3% | $11,596-97.3% |