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 | $24,800 | $232,540-89.3% | $185,117-86.6% | $147,584-83.2% |
| Participation rate | 9.1% | 82.4%-73.3pp | 77.3%-68.2pp | 82.8%-73.7pp |
| Annual return | 7.90% | 43.03%-35.1pp | 40.50%-32.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,382 | $5,834-76.3% | $5,045-72.6% | $5,439-74.6% |
| Admin fee / account holder | $128,847 | $10,275+1154.0% | $8,159+1479.1% | $10,885+1083.7% |