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 | $49,597 | $95,561-48.1% | $77,163-35.7% | $139,434-64.4% |
| Participation rate | 30.0% | 73.9%-43.9pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 11.45% | 54.92%-43.5pp | 37.87%-26.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,323 | $4,624-71.4% | $3,833-65.5% | $6,710-80.3% |
| Admin fee / account holder | $38,025 | $8,295+358.4% | $5,472+594.9% | $11,403+233.5% |