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 | $51,872 | $74,661-30.5% | $160,784-67.7% | $67,986-23.7% |
| Participation rate | 41.5% | 57.1%-15.6pp | 77.0%-35.5pp | 57.2%-15.7pp |
| Annual return | 17.62% | 28.83%-11.2pp | 1803.92%-1786.3pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,408 | $3,681-61.8% | $6,293-77.6% | $3,358-58.1% |
| Admin fee / account holder | $3,034 | $3,959-23.4% | $9,717-68.8% | $3,203-5.3% |