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 | $53,972 | $105,181-48.7% | $159,436-66.1% | $85,850-37.1% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.8%-40.5pp | 69.3%-27.0pp |
| Annual return | 14.68% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,255 | $5,945-11.6% | $7,352-28.5% | $3,952+33.0% |
| Admin fee / account holder | $23,775 | $6,933+242.9% | $10,799+120.2% | $6,260+279.8% |