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 | $24,514 | $99,079-75.3% | $77,999-68.6% | $273,961-91.1% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.5%-61.2pp | 83.0%-68.7pp |
| Annual return | 5.39% | 217.93%-212.5pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,239 | $4,306+21.7% | $3,497+49.8% | $5,287-0.9% |
| Admin fee / account holder | $6,962 | $8,954-22.2% | $5,480+27.0% | $10,132-31.3% |