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 | $46,905 | $88,751-47.1% | $81,812-42.7% | $145,922-67.9% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.3%-9.2pp | 80.3%-17.1pp |
| Annual return | 17.71% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,034 | $4,643-34.7% | $4,319-29.8% | $6,688-54.6% |
| Admin fee / account holder | $1,983 | $8,415-76.4% | $7,386-73.2% | $13,397-85.2% |