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 | $26,267 | $104,486-74.9% | $76,817-65.8% | $152,861-82.8% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.4%-42.4pp |
| Annual return | 9.02% | 1013.37%-1004.4pp | 1166.11%-1157.1pp | 345.32%-336.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,986 | $4,236-53.1% | $3,336-40.5% | $5,850-66.0% |
| Admin fee / account holder | $90,002 | $12,275+633.2% | $6,420+1301.9% | $11,596+676.1% |