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 | $54,731 | $99,079-44.8% | $77,999-29.8% | $273,961-80.0% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.5%-19.3pp | 83.0%-26.8pp |
| Annual return | 6.86% | 217.93%-211.1pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,525 | $4,306-64.6% | $3,497-56.4% | $5,287-71.2% |
| Admin fee / account holder | $5,134 | $8,954-42.7% | $5,480-6.3% | $10,132-49.3% |