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 | $51,671 | $102,966-49.8% | $90,281-42.8% | $152,861-66.2% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.4pp | 82.4%-23.6pp |
| Annual return | 17.10% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,169 | $4,281+20.7% | $3,885+33.0% | $5,850-11.6% |
| Admin fee / account holder | $2,215 | $6,171-64.1% | $5,351-58.6% | $11,596-80.9% |