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 | $34,475 | $105,181-67.2% | $159,436-78.4% | $85,850-59.8% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.8%-40.4pp | 69.3%-26.9pp |
| Annual return | 13.43% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,540 | $5,945-57.3% | $7,352-65.4% | $3,952-35.7% |
| Admin fee / account holder | $2,037 | $6,933-70.6% | $10,799-81.1% | $6,260-67.5% |