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 | $43,929 | $100,773-56.4% | $88,946-50.6% | $142,382-69.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 15.51% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $317 | $2,918-89.1% | $2,555-87.6% | $4,299-92.6% |
| Participant deferral / active EE | $5,280 | $5,230+1.0% | $4,581+15.2% | $6,507-18.9% |
| Admin fee / account holder | $287,998 | $9,693+2871.2% | $8,261+3386.3% | $12,624+2181.4% |