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 | $41,781 | $102,317-59.2% | $146,958-71.6% | $80,856-48.3% |
| Participation rate | 47.1% | 75.8%-28.8pp | 82.2%-35.1pp | 67.6%-20.6pp |
| Annual return | 15.75% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,500 | $6,644-32.3% | $8,070-44.2% | $4,296+4.8% |
| Admin fee / account holder | $12,253 | $7,941+54.3% | $12,998-5.7% | $6,918+77.1% |