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 | $78,460 | $110,809-29.2% | $86,874-9.7% | $167,490-53.2% |
| Participation rate | 45.5% | 75.8%-30.3pp | 71.6%-26.2pp | 82.1%-36.7pp |
| Annual return | 10.59% | 116.98%-106.4pp | 63.52%-52.9pp | 478.56%-468.0pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,461 | $4,546-67.9% | $3,699-60.5% | $6,341-77.0% |
| Admin fee / account holder | $5,739 | $8,415-31.8% | $5,828-1.5% | $12,309-53.4% |