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 | $49,666 | $70,428-29.5% | $96,562-48.6% | $85,850-42.1% |
| Participation rate | 42.0% | 61.8%-19.8pp | 69.8%-27.8pp | 69.3%-27.3pp |
| Annual return | 25.94% | 18.59%+7.4pp | 37.78%-11.8pp | 318.53%-292.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,723 | $2,894-40.5% | $3,849-55.2% | $3,952-56.4% |
| Admin fee / account holder | $1,091 | $4,997-78.2% | $6,181-82.3% | $6,260-82.6% |