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 | $24,814 | $53,127-53.3% | $86,590-71.3% | $70,131-64.6% |
| Participation rate | 29.0% | 65.3%-36.3pp | 73.5%-44.5pp | 69.5%-40.5pp |
| Annual return | 81.41% | 27.66%+53.7pp | 964.84%-883.4pp | 73.14%+8.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,468 | $2,696-45.6% | $3,609-59.3% | $3,332-55.9% |
| Admin fee / account holder | $11,709 | $3,585+226.6% | $4,906+138.7% | $4,645+152.1% |