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 | $44,878 | $82,630-45.7% | $64,105-30.0% | $125,391-64.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 68.2%-3.9pp | 83.2%-18.9pp |
| Annual return | 1.82% | 1489.72%-1487.9pp | 791.24%-789.4pp | 282.22%-280.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,436 | $3,608-60.2% | $2,822-49.1% | $5,352-73.2% |
| Admin fee / account holder | $2,302 | $6,382-63.9% | $4,499-48.8% | $9,540-75.9% |