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 | $52,979 | $91,552-42.1% | $133,956-60.5% | $79,858-33.7% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | 12.02% | 61.85%-49.8pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,593 | $3,733-3.8% | $5,048-28.8% | $3,740-3.9% |
| Admin fee / account holder | $1,939 | $6,321-69.3% | $8,927-78.3% | $5,306-63.5% |