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 | $69,546 | $88,751-21.6% | $81,812-15.0% | $145,922-52.3% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.3%-13.5pp | 80.3%-21.5pp |
| Annual return | 11.30% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,318 | $4,643-50.1% | $4,319-46.3% | $6,688-65.3% |
| Admin fee / account holder | $2,893 | $8,415-65.6% | $7,386-60.8% | $13,397-78.4% |