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 | $53,382 | $102,966-48.2% | $90,281-40.9% | $152,861-65.1% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.4%-13.7pp |
| Annual return | 17.59% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,974 | $4,281-30.5% | $3,885-23.4% | $5,850-49.2% |
| Admin fee / account holder | $3,840 | $6,171-37.8% | $5,351-28.2% | $11,596-66.9% |