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 | $78,480 | $112,881-30.5% | $90,951-13.7% | $158,922-50.6% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 10.26% | 215.79%-205.5pp | 134.60%-124.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,132 | $4,128-72.6% | $3,373-66.4% | $5,982-81.1% |
| Admin fee / account holder | $57,928 | $8,041+620.4% | $5,959+872.2% | $11,246+415.1% |