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 | $57,850 | $95,416-39.4% | $185,823-68.9% | $85,850-32.6% |
| Participation rate | 22.2% | 68.8%-46.5pp | 81.7%-59.5pp | 69.3%-47.1pp |
| Annual return | 13.79% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,480 | $3,423-56.8% | $5,568-73.4% | $3,952-62.5% |
| Admin fee / account holder | $72,355 | $7,213+903.2% | $16,237+345.6% | $6,260+1055.8% |