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 | $47,653 | $144,119-66.9% | $117,854-59.6% | $147,584-67.7% |
| Participation rate | 54.2% | 83.4%-29.3pp | 79.7%-25.5pp | 82.8%-28.7pp |
| Annual return | 11.52% | 531.15%-519.6pp | 335.08%-323.6pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,099 | $5,316-60.5% | $4,482-53.2% | $5,439-61.4% |
| Admin fee / account holder | $18,205 | $10,886+67.2% | $8,020+127.0% | $10,885+67.2% |