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 | $47,317 | $74,888-36.8% | $71,209-33.6% | $142,382-66.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 16.16% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,667 | $2,854+203.6% | $2,721+218.5% | $4,299+101.6% |
| Participant deferral / active EE | $14,573 | $4,454+227.2% | $4,175+249.0% | $6,507+123.9% |
| Admin fee / account holder | $80,728 | $5,568+1349.8% | $5,349+1409.3% | $12,624+539.5% |