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 | $90,592 | $158,398-42.8% | $126,539-28.4% | $142,382-36.4% |
| Participation rate | 8.3% | 75.8%-67.5pp | 69.8%-61.5pp | 80.1%-71.8pp |
| Annual return | 11.81% | 593.76%-582.0pp | 425.95%-414.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $400 | $4,767-91.6% | $4,083-90.2% | $6,507-93.9% |
| Admin fee / account holder | $88,154 | $6,918+1174.3% | $6,065+1353.6% | $12,624+598.3% |