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 | $24,918 | $97,757-74.5% | $83,848-70.3% | $135,375-81.6% |
| Participation rate | 31.8% | 80.0%-48.1pp | 76.1%-44.3pp | 82.6%-50.8pp |
| Annual return | 9.95% | 1287.37%-1277.4pp | 850.88%-840.9pp | 519.73%-509.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,629 | $4,682-65.2% | $4,082-60.1% | $5,609-71.0% |
| Admin fee / account holder | $6,956 | $6,674+4.2% | $5,478+27.0% | $10,827-35.8% |