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 | $63,536 | $114,047-44.3% | $96,139-33.9% | $167,490-62.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 68.4%-32.1pp | 82.1%-45.7pp |
| Annual return | 13.87% | 189.88%-176.0pp | 191.94%-178.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,421 | $5,194-72.6% | $4,349-67.3% | $6,341-77.6% |
| Admin fee / account holder | $30,741 | $6,897+345.7% | $5,537+455.2% | $12,309+149.7% |