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 | $49,839 | $81,248-38.7% | $155,509-68.0% | $80,856-38.4% |
| Participation rate | 15.5% | 66.2%-50.7pp | 78.2%-62.7pp | 67.6%-52.1pp |
| Annual return | 15.81% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,374 | $3,100+137.9% | $4,672+57.8% | $2,755+167.7% |
| Participant deferral / active EE | $4,970 | $3,452+44.0% | $5,626-11.7% | $4,296+15.7% |
| Admin fee / account holder | $676,891 | $7,997+8364.0% | $15,912+4154.0% | $6,918+9684.5% |