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 | $22,529 | $106,890-78.9% | $84,015-73.2% | $152,861-85.3% |
| Participation rate | 29.4% | 75.2%-45.8pp | 69.0%-39.6pp | 82.4%-53.0pp |
| Annual return | 18.65% | 104.99%-86.3pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,062 | $4,011-73.5% | $3,239-67.2% | $5,850-81.9% |
| Admin fee / account holder | $3,721 | $8,285-55.1% | $6,101-39.0% | $11,596-67.9% |