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 | $20,085 | $97,044-79.3% | $83,333-75.9% | $135,375-85.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 36.07% | 12.31%+23.8pp | 10.63%+25.4pp | 519.73%-483.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,530 | $5,964+9.5% | $5,565+17.3% | $5,609+16.4% |
| Admin fee / account holder | $1,101 | $8,380-86.9% | $7,510-85.3% | $10,827-89.8% |