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 | $87,809 | $99,877-12.1% | $84,966+3.3% | $145,922-39.8% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 12.63% | 83.76%-71.1pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,048 | $5,291-61.3% | $4,519-54.7% | $6,688-69.4% |
| Admin fee / account holder | $701 | $7,248-90.3% | $6,149-88.6% | $13,397-94.8% |