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 | $48,351 | $80,753-40.1% | $136,294-64.5% | $62,292-22.4% |
| Participation rate | 42.2% | 73.5%-31.3pp | 81.9%-39.7pp | 69.5%-27.3pp |
| Annual return | 19.65% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,666 | $5,164-9.6% | $6,247-25.3% | $3,169+47.2% |
| Admin fee / account holder | $1,293 | $525+146.1% | $9,243-86.0% | $479+169.7% |