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 | $56,017 | $144,119-61.1% | $117,854-52.5% | $147,584-62.0% |
| Participation rate | 52.2% | 83.4%-31.2pp | 79.7%-27.5pp | 82.8%-30.7pp |
| Annual return | 10.22% | 531.15%-520.9pp | 335.08%-324.9pp | 578.55%-568.3pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,852 | $5,316-46.3% | $4,482-36.4% | $5,439-47.6% |
| Admin fee / account holder | $40,830 | $10,886+275.1% | $8,020+409.1% | $10,885+275.1% |