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 | $74,391 | $149,679-50.3% | $117,039-36.4% | $147,584-49.6% |
| Participation rate | 61.1% | 83.5%-22.4pp | 77.2%-16.1pp | 82.8%-21.7pp |
| Annual return | 12.33% | 19.31%-7.0pp | 18.95%-6.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,199 | $4,912-34.9% | $3,929-18.6% | $5,439-41.2% |
| Admin fee / account holder | $20,556 | $7,856+161.6% | $5,974+244.1% | $10,885+88.8% |