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 | $55,052 | $79,171-30.5% | $102,423-46.3% | $74,495-26.1% |
| Participation rate | 50.8% | 74.8%-24.0pp | 76.5%-25.6pp | 67.2%-16.4pp |
| Annual return | 14.45% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,984 | $4,415-32.4% | $5,053-40.9% | $4,346-31.3% |
| Admin fee / account holder | $1,313 | $2,001-34.4% | $9,451-86.1% | $1,942-32.4% |