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 | $44,927 | $127,065-64.6% | $113,168-60.3% | $142,382-68.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 36.09% | 24.03%+12.1pp | 24.27%+11.8pp | 217.08%-181.0pp |
| Employer contribution / active EE | $1,760 | $3,442-48.9% | $2,975-40.8% | $4,299-59.1% |
| Participant deferral / active EE | $17,375 | $5,716+204.0% | $5,107+240.2% | $6,507+167.0% |
| Admin fee / account holder | $260,496 | $15,736+1555.4% | $12,068+2058.6% | $12,624+1963.5% |