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 | $64,334 | $124,185-48.2% | $108,410-40.7% | $167,490-61.6% |
| Participation rate | 58.3% | 82.3%-23.9pp | 80.1%-21.8pp | 82.1%-23.8pp |
| Annual return | 13.57% | 1379.64%-1366.1pp | 905.27%-891.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,544 | $6,908-63.2% | $6,563-61.2% | $6,341-59.9% |
| Admin fee / account holder | $21,787 | $9,455+130.4% | $7,295+198.7% | $12,309+77.0% |