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 | $44,988 | $111,724-59.7% | $93,606-51.9% | $145,922-69.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.91% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $12,289 | $3,090+297.7% | $2,420+407.8% | $4,660+163.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $460 | $10,250-95.5% | $8,285-94.4% | $13,397-96.6% |