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 | $79,142 | $102,317-22.7% | $146,958-46.1% | $80,856-2.1% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.2%-40.3pp | 67.6%-25.8pp |
| Annual return | 12.71% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,990 | $6,644-55.0% | $8,070-62.9% | $4,296-30.4% |
| Admin fee / account holder | $33,106 | $7,941+316.9% | $12,998+154.7% | $6,918+378.5% |