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 | $48,925 | $107,934-54.7% | $91,989-46.8% | $152,861-68.0% |
| Participation rate | 33.3% | 81.2%-47.8pp | 78.6%-45.3pp | 82.4%-49.1pp |
| Annual return | 16.69% | 89.24%-72.6pp | 69.02%-52.3pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,407 | $6,364-62.2% | $5,923-59.4% | $5,850-58.9% |
| Admin fee / account holder | $68,706 | $10,520+553.1% | $7,743+787.4% | $11,596+492.5% |