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 | $77,578 | $98,750-21.4% | $149,696-48.2% | $79,858-2.9% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 21.73% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,055 | $5,680+77.0% | $6,842+47.0% | $3,740+168.8% |
| Admin fee / account holder | $10,975 | $6,053+81.3% | $9,309+17.9% | $5,306+106.8% |