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 | $43,799 | $100,041-56.2% | $149,718-70.7% | $70,131-37.5% |
| Participation rate | 48.8% | 83.6%-34.8pp | 87.1%-38.2pp | 69.5%-20.7pp |
| Annual return | 16.28% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,746 | $4,983-44.9% | $6,569-58.2% | $3,332-17.6% |
| Admin fee / account holder | $3,764 | $8,286-54.6% | $11,283-66.6% | $4,645-19.0% |