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 | $46,292 | $99,020-53.2% | $86,590-46.5% | $147,584-68.6% |
| Participation rate | 35.0% | 76.3%-41.3pp | 73.5%-38.5pp | 82.8%-47.8pp |
| Annual return | 12.01% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $48 | $3,132-98.5% | $2,839-98.3% | $4,876-99.0% |
| Participant deferral / active EE | $640 | $3,972-83.9% | $3,609-82.3% | $5,439-88.2% |
| Admin fee / account holder | $17,295 | $5,710+202.9% | $4,906+252.6% | $10,885+58.9% |