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 | $50,538 | $109,904-54.0% | $97,167-48.0% | $145,959-65.4% |
| Participation rate | 45.0% | 75.9%-30.9pp | 72.7%-27.7pp | 80.3%-35.3pp |
| Annual return | 10.84% | 243.43%-232.6pp | 75.27%-64.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,149 | $4,676-75.4% | $4,264-73.1% | $6,689-82.8% |
| Admin fee / account holder | $1,800 | $6,216-71.0% | $5,650-68.1% | $13,398-86.6% |