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 | $43,988 | $70,428-37.5% | $96,562-54.4% | $85,850-48.8% |
| Participation rate | 48.4% | 61.8%-13.4pp | 69.8%-21.4pp | 69.3%-20.9pp |
| Annual return | 11.51% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,964 | $2,894-32.1% | $3,849-49.0% | $3,952-50.3% |
| Admin fee / account holder | $37,658 | $4,997+653.6% | $6,181+509.3% | $6,260+501.6% |