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 | $67,685 | $105,998-36.1% | $92,233-26.6% | $147,584-54.1% |
| Participation rate | 38.5% | 80.4%-41.9pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 11.63% | 50.05%-38.4pp | 176.28%-164.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,914 | $4,478-57.2% | $3,897-50.9% | $5,439-64.8% |
| Admin fee / account holder | $20,865 | $6,332+229.5% | $5,194+301.7% | $10,885+91.7% |