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 | $50,978 | $152,587-66.6% | $125,175-59.3% | $152,861-66.7% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 24.13% | 54.84%-30.7pp | 43.79%-19.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,630 | $5,868-38.1% | $4,937-26.5% | $5,850-38.0% |
| Admin fee / account holder | $19,867 | $13,434+47.9% | $9,702+104.8% | $11,596+71.3% |