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 | $45,224 | $98,750-54.2% | $149,696-69.8% | $79,858-43.4% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.6%-21.6pp |
| Annual return | 16.91% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,297 | $5,680-6.7% | $6,842-22.6% | $3,740+41.6% |
| Admin fee / account holder | $3,976 | $6,053-34.3% | $9,309-57.3% | $5,306-25.1% |