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 | $34,250 | $52,279-34.5% | $89,391-61.7% | $79,858-57.1% |
| Participation rate | 45.9% | 57.5%-11.6pp | 68.0%-22.0pp | 69.6%-23.7pp |
| Annual return | 12.93% | 22.16%-9.2pp | 245.62%-232.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,720 | $2,740+35.8% | $3,890-4.4% | $3,740-0.5% |
| Admin fee / account holder | $9,881 | $3,356+194.4% | $4,881+102.4% | $5,306+86.2% |