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 | $68,120 | $102,317-33.4% | $146,958-53.6% | $80,856-15.8% |
| Participation rate | 57.8% | 75.8%-18.1pp | 82.2%-24.4pp | 67.6%-9.9pp |
| Annual return | 22.21% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,005 | $6,644-9.6% | $8,070-25.6% | $4,296+39.8% |
| Admin fee / account holder | $29,585 | $7,941+272.6% | $12,998+127.6% | $6,918+327.7% |